Contacts and leads
One file per client, from the first conversation to the last invoice
Client details get scattered: the number in your phone, the appointment in your email, the contract in a folder and the invoices in your bookkeeping. When someone calls, you search in three places at once.
In TelMaar every client and supplier has one file: contact persons, what was discussed, open tasks with a due date and an owner, current contracts with their term and notice period, and all the quotes and invoices that belong to them.
Before someone is a client they sit in the lead pipeline with an estimated value and a chance of winning, from first contact to won or lost. If it comes to nothing, the reason is recorded too.
Clients and suppliers
One contact database for the whole organisation, even if you have several companies.
Activity log
Notes, conversations and emails filed with the client they were about.
Tasks with an owner
A follow-up with a due date that also turns up in your calendar.
Contracts
Term, notice period and value, so an automatic renewal does not catch you out.
Lead pipeline
From first contact to won or lost, with an estimated value and a chance of winning.
Portal access
Give a contact person access to the client portal from the same file.
Selling and getting paid
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