Customer Relationship Management
Contacts, companies, sales pipeline and full relationship history - all in one place.
Full control over relationships
From first contact to closing the deal - CRM in Intum covers the entire customer lifecycle.
Contacts and companies
Central database of contacts and companies. Full customer card with contact details, notes, interaction history and assigned tasks.
- Contacts
- Companies
- Customer card
Sales Pipeline
Visual sales funnel with stages. Drag deals between stages, track value and closing probability.
- Funnel
- Deals
- Stages
Tags and segmentation
Tag contacts and companies with custom labels. Create customer segments, filter and group by industry, status or value.
- Tags
- Segments
- Filters
Notes and history
Full customer contact history. Meeting notes, conversations and agreements. The whole team has access to customer context.
Custom fields
Add custom fields to contacts and companies - tax ID, industry, lead source, company size.
Integrations
CRM connected with tasks, helpdesk, email and invoicing. All modules share the customer database.
How does it work?
Three simple steps to organize your customer relationships.
Add contacts
Import your existing customer database or add contacts manually. Assign to companies and tag them.
Manage relationships
Add notes, create tasks, track deals in the pipeline. Full customer context in one place.
Close deals
Move deals through the pipeline, issue invoices and build lasting customer relationships.
Ready to manage your customers better?
Create an account and organize your customer relationships in minutes. No credit card required.
Try for free