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:
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.
Call Directly from Remember CRM
-
One-click calling: Start a call directly from a customer, contract, or deal view.
-
Automatic call logging: Every call is saved with date, duration, and notes linked to the right customer.
-
Better teamwork and follow-ups: Everyone on your team can see the latest calls, ensuring smoother communication between sales and support.
-
No extra setup: Everything works directly in Remember CRM – no need for external phone systems or integrations.