Customer relationship management tool with an overview of all your customers and projects
Our software solution “KEITSI” will be a great help to you in all your daily duties! Whether you need to manage customer data, keep an eye on projects or issue new invoices, you can keep an eye on everything.
So you can concentrate on all the important things and have more time for the important tasks. Whether you're a web designer, photographer or influencer, you can keep track of all your projects and clients.
Advantages:
- Affordable CRM system - without having to take out a subscription
- Manageable solution that simply displays all core functions
- Adaptable to any workflow
- easy-to-understand system that can be used without any prior knowledge
- our system can be customized according to personal ideas and wishes
Functions at a glance:
- Dashboard
With our dashboard, you can keep an eye on all appointments and tasks and manage outstanding invoices at any time when you start the program.
- Addresses
Here you have the option of storing all important customer master data. You can save all your notes in an additional comments field.
- Projects
All projects can be managed with their data and customers.
- Appointments
With the integrated calendar in KEITSI you can keep track of all appointments with the corresponding addresses and projects.
- Tasks
Keep track of all tasks and assign them to an address or project.
- Goods
The goods module displays an overview of the goods in stock. You can store the goods with or without quantity and thus always keep a close eye on the prices.
- Invoices
- Outgoing invoices
With our solution, you can create invoices quickly and easily and send reminders if payments are not received on time.
- Incoming invoices
All incoming invoices can be recorded and stored. A comparison of income and expenditure is therefore possible (EÜR).
- Filing/ DMS
The stored document management system (DMS) enables you to allocate all documents appropriately and adapt them to the relevant area.
- Create letters
All types of letters can be created using templates. Whether offers, invoices or other letters!
- E-mail
With KEITSI you can manage, write and send your e-mails directly.
