Contact database
View and maintain a complete, searchable customer and prospect list.
Every customer, fully understood
Customer CRM
Manage the complete customer lifecycle—from first contact and files to quotations, service history, after-sales care, reminders and analysis.
360°Customer profile
End-to-endSales & service history
ProactiveFollow-ups & reminders
What you can do
Everything your team needs, connected.
Manage the complete customer lifecycle—from first contact and files to quotations, service history, after-sales care, reminders and analysis.
Comprehensive profiles
Store company, personal, relationship and operational information in one record.
Customer file uploads
Keep agreements, supporting documents, certificates and other customer files with the relationship.
Groups & categories
Segment contacts and manage contact-group categories for targeted work.
Contact source
Capture where every contact came from and report on source performance.
Debtor terms
Set customer-specific payment and credit terms for downstream commercial workflows.
Billing & e-Invoice
Store billing information, TIN and other e-Invoice-ready details.
Follow-up management
Let salespeople schedule, mark and email follow-ups from their own queue.
Contact history
Keep an auditable log of important customer interactions.
Quotation history
Create, send and review quotations without losing the customer context.
Service history
See service records, parent-child case chains and product problems associated with the customer.
After-sales service
Continue from a completed sale into support, warranty, maintenance and follow-on service work.
Birthday reminders
Schedule birthday and relationship reminders through the central reminder channel.
Team assignment
Assign contacts to colleagues while preserving ownership history and next actions.
BizCloud mobile access
Give authorised colleagues access to the contact list from the BizCloud companion app.
Source analysis
Review customer-source reports to understand which acquisition channels produce valuable contacts.
Checking & review
Use logs, open follow-ups, quotation status and service-chain health to check the relationship at a glance.
Complete customer lifecycle
One customer record. Every interaction around it.
iCRM connects sales, documents, service and communication so your team can understand what happened, what is open and what should happen next.
01 / CUSTOMER FOUNDATION
Build a complete contact record and keep the files with it.
Start from the contact list, then maintain comprehensive personal, company, billing and relationship information. Upload the documents your team needs so information does not live in disconnected folders.
- Searchable contact and prospect list
- Customer, company and billing data
- TIN and e-Invoice information
- Agreements and supporting file uploads
- Debtor and payment terms
02 / SEGMENT & UNDERSTAND
Organise customers by group, category and source.
Create practical contact groups, categorise those groups and record where each relationship came from. Source reporting then shows which acquisition channels are building your database.
- Contact groups and group categories
- Source setup on the customer record
- Source performance reporting
- Targeted lists for sales and messaging
03 / ASSIGN & FOLLOW UP
Give every relationship a clear owner and next action.
Assign a customer to the right colleague, manage personal follow-up queues and mark each action when completed. Follow-up information can also be emailed when coordination is needed.
- Assign contacts between colleagues
- Personal salesperson follow-up list
- Scheduled next actions and reminders
- Email-supported follow-up workflow
- Birthday and relationship reminders
04 / QUOTE & CONVERT
Create and send quotations without leaving the customer story.
Prepare a quotation, add products or services, follow the approval flow and send the finished proposal. The customer record remains the commercial starting point for the sale.
- Create and edit quotations
- Quotation status, headers and layouts
- Internal approval workflow
- Email delivery to staff or customers
- Closing analysis by quoted item
05 / SERVICE & AFTER-SALES
Continue the relationship after the quotation is accepted.
Create service records for delivery, support, warranty or maintenance. Parent and child records preserve the whole case chain, including status, product problems and links to quotations or invoices.
- Customer service-record history
- Parent and child case chains
- Process steps and final-status checking
- Product and problem classification
- Alerts for long-running open service chains
06 / SERVICE RECORDS IN ACTION
Service records in action.
Review the customer’s parent and child service-record chain before taking the next action. The connected view shows how one enquiry develops into follow-up work and whether the complete chain has reached its final step.
- Parent and child service-record hierarchy
- Current process step and service status
- Final-step and closure checking
- Long-running open-chain visibility
- Links to quotations, invoices, products and problems
How to use the customer workflow
A practical path from new contact to long-term customer.
The exact fields and approvals can match your organisation, while the underlying lifecycle remains clear.
Create the customer
Add the contact, company details, source, files, billing information and e-Invoice data.
Organise and assign
Choose the right groups and categories, then assign a colleague as the relationship owner.
Schedule the next action
Create a follow-up, reminder or appointment and mark it when the customer is contacted.
Prepare the quotation
Add products or services, complete approval and send the finished quotation by email.
Deliver and support
Open service records for fulfilment or after-sales work and track the complete case chain.
Review and retain
Check logs, service history, open actions, birthdays and source performance before planning the next engagement.
Detailed capability map
More than a feature list. A complete working process.
Explore how the screens and functions in Customer CRM support setup, daily operations and continuous improvement.
Configure the foundation
Contact database
View and maintain a complete, searchable customer and prospect list.
Comprehensive profiles
Store company, personal, relationship and operational information in one record.
Customer file uploads
Keep agreements, supporting documents, certificates and other customer files with the relationship.
Groups & categories
Segment contacts and manage contact-group categories for targeted work.
Contact source
Capture where every contact came from and report on source performance.
Debtor terms
Set customer-specific payment and credit terms for downstream commercial workflows.
Run day-to-day work
Billing & e-Invoice
Store billing information, TIN and other e-Invoice-ready details.
Follow-up management
Let salespeople schedule, mark and email follow-ups from their own queue.
Contact history
Keep an auditable log of important customer interactions.
Quotation history
Create, send and review quotations without losing the customer context.
Service history
See service records, parent-child case chains and product problems associated with the customer.
After-sales service
Continue from a completed sale into support, warranty, maintenance and follow-on service work.
Control, report and improve
Birthday reminders
Schedule birthday and relationship reminders through the central reminder channel.
Team assignment
Assign contacts to colleagues while preserving ownership history and next actions.
BizCloud mobile access
Give authorised colleagues access to the contact list from the BizCloud companion app.
Source analysis
Review customer-source reports to understand which acquisition channels produce valuable contacts.
Checking & review
Use logs, open follow-ups, quotation status and service-chain health to check the relationship at a glance.
How it works
A clear workflow from setup to insight.
Capture
Create the profile, upload files and record customer source.
Prepare
Set groups, billing, e-Invoice details and debtor terms.
Convert
Assign the contact, follow up, create and send quotations.
Retain
Track service history, after-sales work, reminders and analysis.
See Customer CRM in action
Let’s map iCRM to your real workflow.
Tell us how your team works today. We’ll demonstrate the modules that matter most.
Book your personalised demo →