What can the CRM do besides managing contacts?

The CRM in nextesy is more than just an address book. For every customer and supplier, you can see what is currently happening at a glance: open quotes, invoices, purchases, and payment reminders.

Everything about a contact in one place

• Sales: Create quotes and invoices directly from the contact profile.

• Purchases: Keep track of your suppliers' receipts and invoices.

• Reminders: Immediately see where a payment reminder is active and at what stage.

• Complete overview: All documents for a contact bundled together, with search and filtering.

Payment status at a glance

A payment traffic light indicator shows you the payment track record of a contact. This allows you to quickly see who pays reliably and where you should follow up.

Record new contacts faster

Import company data directly from the Commercial Register (Zefix). No need to manually type addresses and company names.

Connected to the rest of nextesy

Whatever you record in the CRM flows directly into sales, accounting, and banking. You maintain your contacts once and use them everywhere. Learn more about the CRM.