DZ-IK
HR & Payroll
Personnel files, leave, timesheets, payroll and SGK declarations with an employee self-service portal and recruitment…
People & Customers View
CRM & Sales
People & Customers
DZ-CRM
Opportunity pipeline, quotes, contracts and a field sales mobile app with sales forecast and customer 360 view.
- Pipeline and forecast
- Quote-to-invoice in one flow
- Field sales mobile
- Customer 360 view
The CRM module keeps the sales team’s records in the same database as the ERP: a customer who approves a quote converts in one click into an order, shipment and invoice.
Key capabilities
- Lead, opportunity and activity management; drag-and-drop pipeline
- Quote templates, versioning and electronic approval
- Customer 360: receivable balance, open orders, past invoices, support records
- Sales targets, commission calculation and forecast reports
- Field sales mobile app (offline mode, location and visit planning)
With e-mail and calendar integration every conversation appears on the customer card.
Which plan?
Available in Business and Enterprise. The field sales mobile app is open to 5 users on Business and unlimited users on Enterprise.
| Pipeline | Customisable |
|---|---|
| Mobile | iOS / Android |
| Quote approval | Electronic |
| E-mail / calendar | M365 / Workspace |