Map relationships between organizations, divisions and department using our hierarchy tool. Individuals may hold several positions at various organizations or departments. A separate contact can be created for each position with specific contact details. Address details are managed in a central location and can be linked to individuals, organizations or buildings.
Keep track of any form of interaction including phone conversations, letters, visitation reports, minutes, etc. You will be able to link specific tasks to each interaction. You can also request a status overview of all open and executed tasks per interaction.
Manage leads and monitor turnover, probability, decision period and commissions. Promptly generate averages regarding turnover per customer, partner or account manager. Group leads into categories (by sector or postal code) and subsequently generate various reports to drive decision-making processes.
Lists & Advertising
Save contacts into lists. Should you wish to send a certain group a weekly or monthly newsletter, then you need only select that list. These lists can also be used to print labels or send a survey.
Generate quotations, send them off by email, and/or evaluate the status of quotations online. By designing and organizing workflows yourself, you can ensure the quotation process proceeds in a consistent and structured manner.
As your organization evolves, Axxerion evolves with you
Easy to Use and Highly Configurable:
Work with your own terminology, easily remove unwanted fields or steps or add new ones when needed. Define your own business processes.
Role based logins to accommodate different types of users and contractors and their access rights.
Global Search Capability:
Easily and instantly search and find any facility information in the database.
Automatic Review and Approvals:
Easily and graphically define workflow and approval processes for any item in the system.