Umantis
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«We now work on a high qualitative level; we are able to do adjustments at any time and are therefore flexible and open to new ideas.»

Karin Stieger, Elcotherm AG

Karin Stieger, Elcotherm AG

Module «Customers»

The «Clients» module supports you in acquiring orders and managing customer relationships. You’ll always have an overview of all orders and the needs of your customers.
customers

Your benefits.

  • Satisfied customers
  • An overview of all orders
  • Current status is highly transparent
  • Efficient collaboration with customers
  • Systematic performance review

Customers and orders at a glance.

You can support a number of customers at the same time. In a jiffy, you have an overview of the customer and his orders.

 

 

 

Gain commissions.

Classify your customer according to your own criteria and priorities. Reminders promptly let you know that it’s time to make contact with the customer. You’ll be updated with no effort at all.

Protected customer cockpit.
With umantis, you can, if necessary, grant your customers password-protected access to their data, orders and your proposals. Thanks to online collaboration with the customer, you’ll save time and money.

Don’t forget anything.
Manage your tasks and communication directly in umantis. With templates, mailing lists and a mass mailing function, your correspondence will be simple on a standardised quality.

Have a look at umantis:

              The correspondence with your customers on all parties involved at a glance
   
              Clearly arranged customer file including CRM data and current orders
   
              Your customers place orders online