With the address management feature of Vertec CRM, you can save all the contact information of existing customers, potential new customers, employees, suppliers and service providers centrally in one location.
In Vertec, there are several ways you can reproduce the complex relationships between addresses, projects, cases and customers on orders:
You can use activities to manage project-based events, tasks, follow-ups and todos. Activities are usually entered by a user on a project or a subproject for contacts with the customer. However, an activity can also be used as a task by specifying a responsible user and a follow-up date on the activity.
In addition, you can create offers in Vertec based on the structure Project > Phases > Service types. As soon as the offers are accepted, they are directly available for service entry.
Furthermore, the Vertec Outlook App enables you to link incoming and outgoing emails with activities in Vertec. This means that you can save emails and the attachments directly in Vertec. In addition, when creating outgoing emails, you can access the addresses in Vertec.