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Customer – accounts, contacts and research in one place

Know who you are dealing with: companies, people and correspondence in one place, kept up to date with the help of research.

Who is who

Companies, people and their roles are kept together; one person can hold roles at several companies – just as in real life.

Up to date without retyping

Assistants research companies and contacts on the web and propose updates – you decide what is taken over.

Mail and contacts meet

Connected to Microsoft 365, mail and attachments are assigned to the right contacts, so the whole history of a customer is in one place.

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