Contact management

You know your best customers face-to-face and know how often they order products from you. You even don’t need to look up their phone numbers to call them.

Nevertheless, also you want a clear software with that you can enter and analyze data and documents of a contact. You want a fast overview of previous and actual projects, of the correspondence and of course of the sales – and this for all the years of your corporate business relations.

With ingenious.basic you decide for a user-friendly software that provides you a comfortable administration of your customers. With ingenious.basic you can simply and fast use the collected data in individual statistics.

A complete customer data record contains:

  • Address and communication details: Postal address, Contact persons, Phone numbers, notes, …
  • Additional addresses: differing invoice address, delivery address, additional addresses, each with complete communication data
  • Financial details: Bank details for direct debits, assignment of a sales representative, grouping, maturity, indicator of the payment practice
  • Special prices: Any absolute or percentaged special prices for single items or product groups for each customer
  • Own fields: Individual fields for all details that don’t match the predefined fields