\\ **>> Go to: [[en:podrecznik:modus:rozpoczecie_pracy|START THE WORK WITH MODUS SYSTEM]]**\\ **>> Go to: [[en:podrecznik:start|GUIDEBOOK FOR THE USER]]**\\ ===== CRM MODULE ===== CRM (eng. Customer Relationship Management). Module enables you for the record of: * contractors and data related to them (contact details, trade data), * contact details of contractors, * activities conducted with contractors, * it enables for event planning and reminders related to contractors, * Modus has a function of sending direct documents by email, * it follows balances and clients' liabilities, * it enables for storing documents as electronic information. The system allows you to create projects, to which you can ascribe a particular client. The project keeps a record of employees' activities, e.g. incoming and outgoing phone calls and incoming and outgoing e-mail correspondence. Every project can be easily summarized and the potential costs of such activities can be evaluated. ==== Module elements: ==== - [[:en:podrecznik:crm:kontrahenci|Contractors]] - [[:en:podrecznik:crm:osoby_kontaktowe|Contact people]] - [[:en:podrecznik:crm:kalendarz|Calendar]] - [[:en:podrecznik:crm:aktywnosci|Contact notes]] - [[:en:podrecznik:crm:poczta|E-mail]] - [[:en:podrecznik:crm:projekty|Projects]] **>> Return to: [[:en:podrecznik:start|USER GUIDE]]**