Groupy CRM+

Additional features

1. Addresses and Activities Management

Serves as a well-maintained address book for customer and contact data, enabling clear tracking of past interactions and activities.

2. Automated Activity Integration

Automatically integrates activities (e.g., emails) to minimize manual data entry and save user time.

3. Integrated Email Management

All emails are assigned to the customer, can be archived with one click, or converted into tasks/appointments to keep inboxes clear. Includes protected "vaults" and permission systems for sensitive emails.

4. Company-Wide Centralized Calendar

Provides a single calendar for all employees, allowing access to and overlaying of other users' calendars to find available times.

5. Automated Appointment Confirmations & Reminders

Automatically prepares and sends professional appointment confirmations with files readable by calendar programs, and can send reminders via SMS.

6. Appointment Finder

Allows users to define available times for specific appointment types, and clients can self-select and reserve appointments via a provided link.

7. Comprehensive Task Module

A central hub for daily work, designed to guide and organize company workflows and significantly increase productivity.

8. Centralized File Storage

Provides a central, accessible location for important company files like forms, training materials, and manuals.

9. Offers Creation

Enables the creation of professional offers with visual appeal.

10. Order Management

Allows creation of orders and assignment of employees who can punch their working time directly into order positions.

11. Invoicing

Create invoices manually or directly from processed orders, with the ability to send them to customers and manage SEPA direct debits.

12. Credit Notes and Reminders

Supports creation of credit notes and automatic sending of payment reminders and dunning notices at specific times.

13. Finance Management

Imports bank statements, automatically finds and saves cost centers/billing entities, reminds users of required receipts, and allows data transfer to tax advisors (e.g., via Datev).