CRM module
Custom alerts
Define your own alert rules and let the CRM notify you at exactly the right moment. Deadlines, follow-ups, files to handle: your teams are notified automatically and nothing slips through the cracks.
The module
Notifications shaped around you
Configure alerts to match your business processes: each team receives the right information, at the right time, with no manual monitoring.
Never miss another action
- Deadlines and due dates — be warned before a key date runs out.
- Sales follow-ups — trigger a reminder so no file is ever left dormant.
- File tracking — get alerted as soon as a situation calls for your attention.
- Targeted delivery — send each alert to the right team member or the right team.
Proactive management
By automating the monitoring of your files, you become more responsive and improve the quality of your customer follow-up. Custom alerts turn your CRM into a genuine assistant that anticipates your needs.
- Trigger rules tailored to your business
- Fewer oversights and delays in processing
- Greater responsiveness towards your customers
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CRM modules
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