The sales module includes:

• Sales Overview: Overview of all metadata, sales economics, documents, and email correspondence related to the sales case.
• Sales Categorization: Registration and overview of sales cases categorized by product types.
• Sales Status: Stage management for indicating the status of the cases and managing the sales process.
• Monitoring and Alerts: Monitoring of deadlines and reminders sent to the sales responsible.
• Contact Overview: Registration and overview of contacts at the customer.
• Search Function: Search based on all registered metadata in the sales case and free text search in, for example, text files, PDF files, and email content.

Relationship management includes: 

• Creation Workflow: Intuitive workflow that guides the user through the creation process. 
• Two-Way Relationships: Relationships are automatically created as two-way relationships, registering the relationship at both ends. 
• Relationship Overview: Intuitive overview of relationships. 
• Relationship Description: Description of the nature of the relationship. 
• Link: Link to the relationship for quick access to the relationship page. 

Automatic mail journalizing includes: 

• Automatic Mail Backup in Microsoft Azure Cloud. 
• Rule Management: Rules and exceptions can be set up to ensure that confidential emails cannot be accessed by unauthorized individuals. 
• Journalizing Flags that mark emails as automatically and/or manually journalized across multiple recipients. 
• Intelligent Journalizing Suggestions that propose journalizing of contracts based on intelligent pattern recognition. 
• Automatic stamping of metadata ensures that emails can be easily retrieved through search and filtering based on sender information and destination in the CRM tool. 
• GDPR Compliance with classification and rights management. 

Template management includes:

• Template administration: Intuitive central administration of templates with an overview of templates, affiliations, and responsible parties.
• Template production: Templates can be easily created as Word document templates in the template administration.
• Automatic mail merge function: Metadata from the customer, case, product, or other entity is automatically inserted using Word mail merge.
• Tagging of templates: Tagging ensures that templates can be grouped and displayed only in relevant contexts.
• Intuitive wizard: Guides the user through the document production process.
• Combined document: Ability to gather templates in one document.
• Individual document: Ability to generate templates as separate documents.
• Organization: Ability to select and deselect templates and customize the order.
• Customized text content: Changes and adjustments to text content are made subsequently in the created Word file.

The company module includes:

• Company Overview Page: Overview of relationship type and master data, as well as documents, emails regarding customers, suppliers, and partners.
• Company Status: Stage management for indicating the status of the company.
• Company Overview: Overview across companies with filtering options for all registered company data.
• Company Contacts: Overview of contacts at companies.
• Search Function: Search based on all registered metadata and free text search.

The sales module includes:

• Sales Overview: Overview of all metadata, sales economics, documents, and email correspondence related to the sales case.
• Sales Categorization: Registration and overview of sales cases categorized by product types.
• Sales Status: Stage management for indicating the status of the cases and managing the sales process.
• Monitoring and Alerts: Monitoring of deadlines and reminders sent to the sales responsible.
• Contact Overview: Registration and overview of contacts at the customer.
• Search Function: Search based on all registered metadata in the sales case and free text search in, for example, text files, PDF files, and email content.

Task management includes:

• Intuitive Task Panel: Displayed and used in the case, project, contract, etc.
• Task Overview: Overview of “My Tasks,” completed tasks, and ongoing tasks.
• Task Status: Overview of progress on tasks.
• Deadlines: Monitoring task execution deadlines.
• Task Responsible: Overview of the assigned task responsible.
• Automated Task Assignment, e.g., upon project creation, phase changes during the project, or project completion.
• Role-Based Task Assignment: Automatic assignment of tasks to individuals with a role in the case, project, customer, etc.
• Cross-Project Task Overview: Overview of tasks across projects, cases, employees, customers, etc.
• Option to combine task management with visual overview in Gantt charts.

Relationship management includes:

• Creation workflow: Intuitive workflow that guides the user through the creation process.
• Bidirectional relationship: Relationships are automatically created as bidirectional, ensuring that the relationship is registered at both ends.
• Relationship overview: Intuitive overview of relationships.
• Relationship description: Description of the nature of the relationship.
• Link: Link to the relationship for quick access to the relationship page.

Express mail and document journalizing include:

• Direct access to the CRM tool in Teams – work with sales cases directly in Teams.
• Express side panel in Outlook, Word, Excel, and PowerPoint, providing direct access to work with the CRM tool in the Office programs.
• Drag-and-drop functionality for easy journalizing of emails on sales cases and leads/customers.
• Search function to retrieve sales cases, leads/customers, and contacts.
• Functionality to create sales cases, leads/customers, contacts, tasks, letters, and emails from the template library.
• Ability to mark favorites, attach documents to emails, convert on the fly to PDF, and much more.

Automatic mail journalizing includes:

• Automatic mail backup in Microsoft Azure cloud.
• Rule management: Rules and exceptions can be set up to ensure that confidential emails cannot be accessed by unauthorized individuals.
• Journalizing flags that indicate emails that are automatically and/or manually journalized, across multiple recipients.
• Intelligent journalizing suggestions that propose journalizing on contracts based on intelligent pattern recognition.
• Automatic stamping of metadata ensures that emails can be easily retrieved through search and filtering based on sender information and destination in the CRM tool.
• GDPR compliance with classification and rights management.

The signature module includes:

• Integrated user experience: The contract is sent with just a few clicks directly from the contract management tool.
• Automated signing process through tools like Visma Addo, Penneo, or Adobe Docusign.
• Status overview of who has signed and who is yet to sign.
• Support for recognized signing methods: Web signature, MitID, Business MitID, and e-Boks.

Read more about digital signatures here.

Template management includes:

• Template administration: Intuitive central administration of templates with an overview of templates, affiliations, and responsible parties.
• Template production: Templates can be easily created as Word document templates in the template administration.
• Automatic mail merge function: Metadata from the customer, case, product, or other entity is automatically inserted using Word mail merge.
• Tagging of templates: Tagging ensures that templates can be grouped and displayed only in relevant contexts.
• Intuitive wizard: Guides the user through the document production process.
• Combined document: Ability to gather templates in one document.
• Individual document: Ability to generate templates as separate documents.
• Organization: Ability to select and deselect templates and customize the order.
• Customized text content: Changes and adjustments to text content are made subsequently in the created Word file.