Functions and modules

Everything you need to have control over your customer relationships.
With Remember CRM you get a simple but powerful system for managing customers, projects and contracts – without hassle. Our CRM is built to give you full overview, save time and make everyday work life smoother – whether you work in sales, support or delivery.

Features that simplify your everyday life:

Customer database

Contact information: Store details about customers such as name, address, phone number, and email.
History: Track interactions such as calls, emails, and meetings.
Segmentation: Categorize customers based on criteria such as geography, interests, or purchase history.

Sales support

Leads and opportunities: Manage prospects and business opportunities.
Pipeline management: Visualise sales processes to follow up on potential deals.
Quotation and invoicing: Create and manage quotations and send invoices.

Reporting & Analysis

Customer Insights: Analyse customer behaviors and trends.
Sales Tracking: Generate reports to track sales goals.
ROI analysis: Measuring the return on marketing efforts.

Project management

Project Planning: Tools for creating and tracking projects, including deadlines and tasks.
Resource allocation: Management of team members' time and resources.
Collaboration: Ability to share files, updates, and communicate in real time.

Contract management

Contract templates: Ready-made document templates for quick handling of agreements.
E-signatures: Function for digitally signing agreements.
Versioning: Tracking changes to agreements through different versions.
Reminders: Automatic notifications about expiration or renewal dates.

Customer support

Ticket management: Tracks and prioritises customer cases.
Knowledge base: Documentation and FAQ for self-help.
Chat integration: Direct communication with customers via live chat.

Helpdesk

All customer interactions in one place – Easily track support requests, emails, and follow-ups without leaving your CRM.
Faster response times – Assign, prioritise, and manage tickets so customers get help quickly.
Full history per customer – See sales, projects, contracts, and support history in one view for better service.
Improved team collaboration – Multiple team members can work on the same ticket with shared notes and updates.
Better insights and reporting – Analyse support trends to improve customer satisfaction and prevent recurring issues.