Customer management

At a glance, you can see the contacts, offers, orders and invoices you have made, and monitor their status.

• company information
• personal information
• segmentation
• sampling
• contact actions
• offers
• orders
• complaints
• invoices
• files, e.g. PDF and Excel
• invoicing addresses
• delivery addresses
• customer’s own stock products with balances
• customer information in Excel
• delivery ban

Contact Actions

Contacts are recorded in an easy and simple way in Gallery. The entire organization benefits when contacts are available to everyone. This is especially emphasized when, for example, a salesperson falls ill or is on vacation.

• contact method (call, meeting, memo, etc.)
• active / done