Groupy CRM+

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

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

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.

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

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

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

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

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

Enables the creation of professional offers with visual appeal.

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

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

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

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).