360 Business Tool

Additional features

CRM (Customer Relationship Management)

Core functionality for managing customer relationships.

Case/Time Management

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

Time Management

General time tracking and management functionalities.

Quotations

Creation and management of sales quotations.

Budgeting

Tools for financial budgeting and planning.

Invoicing

Generation and management of invoices.

Marketing

Features for various marketing activities.

Newsletters

Tools for creating and sending newsletters.

ERP (Enterprise Resource Planning) Functionality

Covers resource planning and optimization across the business.

Companies and Persons Management

Core for organizing contact data.

LinkedIn Integration

Links to LinkedIn profiles for companies and persons.

Central Business Register Integration

Links to relevant business registers (likely Danish).

Google Maps Integration

Links to Google Maps for addresses.

Basic Information & Key Employees

Detailed contact information.

Calendar & Activities

Management of appointments and tasks.

To-do List

Personal and team task management.

Office 365 Calendar Synchronization

Syncs with Office 365 calendars.

Microsoft Exchange Calendar Synchronization

Syncs with Microsoft Exchange calendars.

Archive

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

Microsoft Office Integration

Integrates with Word and Excel for document generation.

Email Management

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

Standard Dashboards & Reports

Pre-built tools for data visualization and analysis.

Standard Queries

Pre-defined searches for data extraction.

Employee Archive

Likely for managing employee information.

Export to Outlook Contacts

Export contact data to Outlook.

Financial Statements (Key Figures & PDF)

Financial reporting capabilities.

Multi-user Calendar

Supports calendars for multiple users.

Case Documentation

Specific documentation for cases.

Email Templates

Pre-designed templates for emails.

Document Templates

Pre-designed templates for documents.

Custom Queries & Reports

Ability to create personalized data queries and reports.

Export to Excel/PDF/Email

Export various lists and reports.

Custom Letterhead & Templates

Custom branding for documents.

Travel Registration

Tracking of travel expenses and details.

Import from Email

Importing data from emails.

Automatic Calculation of Distance and Time

For travel or case management.

B2B / B2C Functionality

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

Sales Budgets & Forecasting

Tools for sales planning and prediction.

Leads & Opportunities

Management of sales leads and opportunities.

Order Tracking

Tracking of customer orders.

Pipeline Management

Visualizing and managing the sales pipeline.

Customer Mapping

Show customers on a map and find nearby customers.

Group Hierarchies / Ownership Structure

For complex organizational relationships.

Gantt Overview

Project planning visualization.

Smartphone App for Documentation

Mobile app for uploading documents.

SMS Templates

Pre-designed templates for SMS messages.

Product Packages / BOMs (Bill of Materials)

For product bundling and manufacturing.

E-signature Integration

Integration with e-signature services.

Contractbook Integration

Integration with Contractbook (likely a contract management system).

Expense Registration

Recording and managing expenses.

Salesman's Dashboard

Dashboard tailored for sales personnel.

Time Registration

Specific modules for tracking work time.

Correspondence Management

Managing various forms of communication.

Case Tasks / Sub Cases

Breaking down cases into smaller tasks.

Customer-specific Rates

Managing individualized pricing for customers.

Vouchers

Management of discount vouchers.

Gross Margin Calculations

Calculating profit margins.

Segmentation (Companies & Persons)

For targeted marketing and analysis.

ABC Categorizations & Multi Codes

For classifying and tagging data.

E-Mail Codes

For categorizing emails.

Accounting System Integration (Dinero, Billys Billing, e-conomic)

Integrates with various Danish accounting systems.

Telephony System Integration (Inbound/Outbound Calls)

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

On-prem PBX (CSTA)

Support for on-premise phone systems.

Call Campaigns

For organizing outbound call initiatives.

Customer-ownership Module

For managing customer ownership within the system.

Subcontractor Module

For managing subcontractors.

API for Uploading Documentation

Enables external systems to upload documents.

Inventory

Comprehensive inventory management.

Orders

Managing purchase and sales orders.

Supplier Price Lists

Storing and managing supplier pricing.

Calculated Prices

Based on cost plus markup.

Microsoft Dynamics AX Integration

Integration with Microsoft Dynamics AX ERP.

EAN (OIOUBL)

Support for electronic invoicing standards.

Stripe Integration

For payment processing.

Authentication Flow

Secure user authentication.

Reminder Handling

Automated reminders for tasks and activities.

Debt Collection Agency Integration

Integration with debt collection services.

Packing Labels (GLS)

Integration with shipping label generation (likely GLS specific).

Product Samples

Management of product samples.

Service & RMA (Return Merchandise Authorization)

For service and returns management.

API for Creating Tickets

Enables external systems to create support tickets.

Online Registration

For various online sign-ups.

Email Reminders

Automated email reminders.

Backup to Own Server

Option for on-premise data backup.

Active Directory Integration

Integration with Active Directory for user management.

Full Audit Log

Comprehensive logging of system activities.

30-day Backup Retention

Data backup retention policy.

Custom Language

Support for custom languages.