Contact history
Account / contact folder may store all historical activities in connection with account, whether it is physical person or legal entity
Customer / partner relationships
In connection with Atollon Lagoon the activities may consist of communication (e-mail, sms, phone-calls, etc.) or tasks and documents
Finance
From the Account folder it is possible to check financial history, overview of ordered goods, or issued invoices, etc.
Contact Activity Panel
Atollon Contact Activity Panel holds any information in connection with the contact, either company or person (depending on type of relationship). Panels or tabs that display any kind of information related to contact can be customized to fit user role needs.
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CRM / sales force automation |
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Account history |
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Sales opportunities |
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| Proposals |
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| Orders & items |
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Business workflow |
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Reporting |
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| Atollon Shark |
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| Comprehensive tool for sales & marketing management. | ||
| full version | from EUR 25 / user / month | |
| on-site solution | EUR 366 / user | |
| 30 days free trial | EUR 0 | |
| Atollon Shark + Atollon Lagoon | ||
| Comprehensive sales & marketing management tool, incl. integrated communication, calendars and documents. | ||
| full version | from EUR 35 / user / month | |
| on-site solution | EUR 422 / user | |

