360 Business Tool

Core functionality for managing customer relationships.

Likely includes features for managing client cases and tracking time spent on tasks.

General time tracking and management functionalities.

Creation and management of sales quotations.

Tools for financial budgeting and planning.

Generation and management of invoices.

Features for various marketing activities.

Tools for creating and sending newsletters.

Covers resource planning and optimization across the business.

Core for organizing contact data.

Links to LinkedIn profiles for companies and persons.

Links to relevant business registers (likely Danish).

Links to Google Maps for addresses.

Detailed contact information.

Management of appointments and tasks.

Personal and team task management.

Syncs with Office 365 calendars.

Syncs with Microsoft Exchange calendars.

Stores documents, cases, activities, companies, and contacts.

Integrates with Word and Excel for document generation.

Send emails via Outlook, store emails, drag & drop files.

Pre-built tools for data visualization and analysis.

Pre-defined searches for data extraction.

Likely for managing employee information.

Export contact data to Outlook.

Financial reporting capabilities.

Supports calendars for multiple users.

Specific documentation for cases.

Pre-designed templates for emails.

Pre-designed templates for documents.

Ability to create personalized data queries and reports.

Export various lists and reports.

Custom branding for documents.

Tracking of travel expenses and details.

Importing data from emails.

For travel or case management.

Supports both business-to-business and business-to-consumer operations.

Tools for sales planning and prediction.

Management of sales leads and opportunities.

Tracking of customer orders.

Visualizing and managing the sales pipeline.

Show customers on a map and find nearby customers.

For complex organizational relationships.

Project planning visualization.

Mobile app for uploading documents.

Pre-designed templates for SMS messages.

For product bundling and manufacturing.

Integration with e-signature services.

Integration with Contractbook (likely a contract management system).

Recording and managing expenses.

Dashboard tailored for sales personnel.

Specific modules for tracking work time.

Managing various forms of communication.

Breaking down cases into smaller tasks.

Managing individualized pricing for customers.

Management of discount vouchers.

Calculating profit margins.

For targeted marketing and analysis.

For classifying and tagging data.

For categorizing emails.

Integrates with various Danish accounting systems.

Integrates with phone systems to log calls and show caller ID.

Support for on-premise phone systems.

For organizing outbound call initiatives.

For managing customer ownership within the system.

For managing subcontractors.

Enables external systems to upload documents.

Comprehensive inventory management.

Managing purchase and sales orders.

Storing and managing supplier pricing.

Based on cost plus markup.

Integration with Microsoft Dynamics AX ERP.

Support for electronic invoicing standards.

For payment processing.

Secure user authentication.

Automated reminders for tasks and activities.

Integration with debt collection services.

Integration with shipping label generation (likely GLS specific).

Management of product samples.

For service and returns management.

Enables external systems to create support tickets.

For various online sign-ups.

Automated email reminders.

Option for on-premise data backup.

Integration with Active Directory for user management.

Comprehensive logging of system activities.

Data backup retention policy.

Support for custom languages.