Feature

CRM

Turn conversations into revenue. Ulka’s CRM tracks the full relationship, from first lead to repeat customer, right next to the sales and accounting data it depends on. Nothing lives in a separate silo, so your team always has the full picture of an account.

Leads and a drag-friendly opportunity pipeline
Follow-ups, activities and reminders
Marketing campaigns
Contacts, contact persons and customer groups
Customer and supplier statements
Payment terms and credit limits
Contact and pipeline reports

How it works in practice

A lead comes in from a campaign. You log the follow-up, it becomes an opportunity, and when it closes you raise the quotation from the same record, with no re-keying of the customer. From then on the account page shows the pipeline, the invoices, what is overdue and the running statement, so the person calling about payment and the person calling about the next order are reading the same screen.

Works with

SalesQuotations, orders, invoices, deliveries, payments, credit notes and returns.ReportsDashboards, a report builder, pivots, scheduling and CSV/Excel/PDF export.

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