It is healthy to keep harmony with your Business partners for a satisfactory conduct of business.
❖ CRM module of Timeline ERP ensures that you are on same page as your BP.
❖ Timeline ERP offers German, English, Romanian, Slovak and Bulgarian as standard languages.
Currencies also can be imported at current ECB rates.Currency conversion can be performed automatically once document is saved.
Keeping in mind the importance of sending documents and assessments via email, Timeline ERP provides- ❖ Easy access to print,mail or export the documents with its fully integrated email module. ❖ Incoming emails can be checked, tagged and assigned to the concerned person at short intervals saving your time from managing the folder structure in outlook.
Have all phone calls, emails or onsite visits assigned directly to the customer. Keeping in mind that you don’t miss anything important among the countless scheduled, the integrated calendar system allows you-
❖ To schedule any kind of appointment by assigning the appropriate employee, customer & documents, whether recurring, single or full day.
❖ An immediate overview of capacities and help you in scheduling.
❖ To schedule To-Dos in calendar with a simple drag & drop, provided with a target deadline and then reported back.
❖ To generate delivery notes or invoices directly from calendar entries
❖ To see what is scheduled on the go, we deliver a CalDAV server that syncs your calendar with your smartphone.