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.
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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 |
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| 30 days free trial |
EUR 0 |
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| Atollon Shark + Atollon Lagoon |
| Comprehensive sales & marketing management tool, incl. integrated communication, calendars and documents. |
| full version |
from EUR 35 / user / month |
|
| 30 days free trial |
EUR 0 |
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