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

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.

CRM / sales force automation

more demo

Account history

more demo

Sales opportunities

more demo
Proposals
more demo
Orders & items
more demo

Business workflow

more demo

Reporting

more demo

 

Atollon Shark
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