CRM

Turn open deals into customer orders.

Save companies and contacts, record open deals and plan who to follow up with. See each deal's value, stage and previous activities. A colleague can pick up the conversation without searching through emails.

CRM in your AI assistant

Example voice conversation: CRM

  1. Create a customer using Czech company ID 27074358.

    Alza.cz a.s. has been created. I filled in its name and billing address from ARES.

  2. Create an “Office maintenance” deal for Alza.cz worth CZK 45,000.

    Done. The “Office maintenance” deal for CZK 45,000 is saved under Alza.cz.

  3. Add a task: “Prepare a proposal for Alza.cz”.

    The “Prepare a proposal for Alza.cz” task is in your CRM, ready for you to pick up.

Customer directory
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CRM
Customer directory
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Save time on everyday work.

01

Find the details you need faster

Find the details you need alongside your current work, without searching other tools.

02

See what needs attention

Review your records to check their current status and decide what to work on next.

03

Use the same details in other apps

Connected apps share information, so you do not have to enter the same details again.

What you can do with this app.

Track agreements, deal value and the next planned activity for each customer.

Customer companies and contacts
Deals and their value
Custom stages for open deals
Planned and completed customer activities
A shared view of deals for the whole team
CRM
Products
Menus
Point of Sale

CRM: less retyping between apps.

Use customer, job or payment details in other apps you have enabled. Your team can work from the same information without entering it again.

Explore connected apps

Yes, it all works together!

Start for free and see how much manual data entry and information chasing you can eliminate.