All e-mail communication with customers in one place, with no manual filing. CRMService runs on the NET Genium server, stores incoming and outgoing e-mails with customers in the Activities application and synchronizes the calendar with MS Outlook in both directions.
For Microsoft Teams meetings recorded as activities, the service can load the AI recap and suggest follow-up tasks from it.
It assigns the communication to the business relationships and contacts in the address book, which leads users to keep the address book up to date.
What the service does for you
- E-mails assigned to business relationships, contacts and orders
- Meetings in the NET Genium and Outlook calendars with no double entry
- AI recap of Microsoft Teams meetings with suggested follow-up tasks
Setting up the service is described in the CRMService web guide.
The service is an add-on to NetGenium's ready-made applications.
All communication with customers in one place
Tell us how you store e-mails with customers today and we will show you how the service would work for you.