Posts tagged #crm

When did which invoice go to whom, did the email arrive, was the document opened? Email history, email log and the access log of online links in Saldio.

Create addresses, add contact persons and delivery addresses, import contacts from CSV, vCard or JSON: how Saldio manages customers and suppliers.

A customer's revenue, paid and open amounts and sending history on one page: how Saldio builds the digital customer file – straight from the documents.

Quote, order, delivery note, invoice: how Saldio creates documents from one another, freezes the origin and shows the document chain as a diagram.