Keep commitments and key dates in order.
Find the contracts, services and dates you need to manage ongoing customer relationships.
Keep track of different commitments
Different contracts have different dates and services. A shared record makes them easier to consult.
- 01
Describe services
Record the services and terms covered by a contract.
- 02
Find key dates
Review recorded dates to plan follow-ups.
- 03
Keep the customer context
Find customer information and useful documents.
What you can do
Describe services
Record the services and terms covered by a contract.
Find key dates
Review recorded dates to plan follow-ups.
Keep the customer context
Find customer information and useful documents.
In practice
Before a customer review, check their services and upcoming dates to prepare a renewal discussion.
Explore next
Leads and customers
Know the background before you get in touch.
Invoicing and payments
Keep track of invoices and payments.
CRM and sales
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