Companies

With Vivaio CRM, all contacts belong to companies. Setting companies is a prerequisite within Vivaio CRM as it gives businesses control over their relationships with corporations and clients.

Contacts are managed more effectively, duplicates are avoided, and the overall business relationships become B2B.

*Workarounds for direct contacts can be managed at all times.

Here are some of the features of our Companies module:

  • Capture Company Type (Example: Supplier, Partner, Investor, etc ...)
  • Capture Company Industry
  • Capture Contact Information including Social Media presence
  • Maintain Registration Numbers and Dates, and therefore gain control over your B2B relationships
  • Search by Keywords, Industry, Type, and Location

MODULES

  • Users Management
  • Companies & Contacts
  • Leads & Opportunities
  • Quotations & Sales Orders
  • Invoices & Purchase Orders
  • Contracts Management
  • Inventory & Warehouses
  • Tasks Management
  • SMS & Email Campaigns
  • Instant Notifications Suite
  • Communications Module
  • Detailed Activity Log
  • Tailored Reports

MORE


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