en
Customers and contacts
You type in the name and the company details fill themselves in. Before the deal you can see whether the partner is reliable.
Part of the chain
- Capture
- Sell
- Deliver
- Get paid
The customer record is assembled from state registers rather than from an employee's memory: the name or company code is enough. Every email, call, deal and document sticks to the record — including the ones a colleague handled. Custom fields let the system speak your terms, with no programming.
What it covers
- A database of Lithuanian companies — details suggested by name or company code
- VAT number checked against the VIES system
- Credit and risk data from Okredo on the customer record
- Contacts matched to a company by email domain
- Links between companies, debt status and duplicate merging
- An activity feed with comments, reactions and @mentions
- Custom fields — the system speaks your terms
What it connects to
The connectors that change the most for this area. Each one is switched on in the settings.
Where do the company details come from?
From our own database of Lithuanian companies, built from state registers. Every fact carries a link to its source, and the VAT number is additionally checked against the European Commission's VIES system.
Can we add our own fields?
Yes, to any area — companies, contacts, deals, products, projects — and without programming. The fields appear immediately in forms, lists, filters and exports.
What happens when an employee leaves?
In a single action you reassign all of their customers, contacts and deals to someone else. The history stays untouched — you can still see who did what and when.
Can we limit which customers an employee sees?
Yes. Roles and their hierarchy, sharing rules, access by country and permissions down to a single record or field all work.
Other areas
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