Can multiple people work with the CRM at the same time?

Yes. In nextesy, your entire team works in the CRM simultaneously, in real time. Everyone sees the same status without sending lists back and forth or maintaining duplicate data.

Each person sees what they need

You define who has access to what using roles and permissions. There are suitable standard roles available, for example for administration, sales management, or accounting. You can also assign multiple roles to one person.

Together rather than one after another

• Sales: Your team creates quotes and invoices for the same customers without getting in each other's way.

• Accounting: The accounting department sees open items and payments directly under the contact.

• Fiduciary: Your fiduciary can also collaborate, with the permissions that you define.

How many people?

How many users you can create depends on your plan. Compare the current options under Pricing for SMEs and Pricing for fiduciaries. Learn more about the CRM.