Customer Files in the Cloud

Manage Customer Files online

Manage your customer files online. In the digital customer file you have a complete overview of all company contacts. You will find not only contact data, but also …

Offers, Orders & Invoices

View all receipts made so far or write new ones.

Appointments & Tickets

With the digital customer file, you manage appointments and tickets for a customer.

Projects & Project Zimes

You can find an overview of customer projects and all the times booked on them.

Specify Key Account Managers

Your customers have a dedicated contact person? No problem. In teamspace, you can assign a key account manager to each customer. This way, your team always knows who is responsible for support.

Communicate directly with Customers

You can access your customers’ contact details anywhere in the software. This means you’ll never have to search for a mail address or the phone number again. One click on the contact is enough – no matter if you are currently in a ticket, a project or an invoice – and you have the desired data at hand.

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Automatic ABC Analysis

teamspace analyzes customers and suppliers automatically and determines for you which customers and suppliers are most valuable for your business.

 

The classification into A, B or C is displayed for each organization, even for incoming mails or calls. As a result, both your customer service and your accounting benefit.

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Start today with Digital Customer Files in teamspace

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The All-in-One Solution:
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