Customer and Company Management
Manage customer and company records together with contact details, addresses, social profiles, documents and custom fields.
Customer Management
Manage your customers and relationships from one place.
Track your relationships with customers, companies, contacts and prospects through one centralized structure.
Customer Profile
Active Customer
Acme Technology
Contact
Alex Johnson
Last Contact
Today, 10:30
Recent Activities
Proposal sent
Customer call completed
Follow-up activity scheduled
CRM Features
Everything you need to manage customer relationships.
Bring customer information, communication history and team activities together in one place and manage every relationship more effectively.
Lead Management
Track prospects by source and stage, then convert qualified leads into customer records when appropriate.
Contacts
Associate the people you communicate with to companies and keep their communication history in one place.
Communication History and Permissions
Manage phone, email and SMS permissions while keeping a record of customer interactions.
Documents and Custom Fields
Attach agreements and business documents to records and store business-specific information using custom fields.
Analytics and Reporting
Make customer data more visible so you can analyze and report on your processes.
Additional Capabilities
Customize customer management around your business.
Custom Fields
Excel Import / Export
User & Record Permissions
File & Document Management
Favorites
Tasks & Follow-up
How it works
Follow the customer lifecycle from one place.
Keep the entire customer journey organized in DinamikCRM, from the first contact to an ongoing business relationship.
Create the customer record
Manage companies, contacts, communication details and other customer information from one central record.
Track every interaction
View conversations, notes, activities and customer developments together in the same history.
Manage the relationship as a team
Use permissions and shared customer history to keep your team working with the same up-to-date information.
Frequently Asked Questions
Questions about Customer Management.
Find answers to common questions about the DinamikCRM customer management infrastructure.
Yes. Existing customer and company records can be transferred to DinamikCRM using suitable data formats.
Yes. Additional fields can be configured according to the customer information required by your business processes.
Yes. Activities, conversations, notes and other related records can be followed through the customer's history.
Yes. Access to customer information and operations can be restricted according to your authorization structure.
Yes. Customer records can be used together with sales, support, planning and other DinamikCRM processes.
Try DinamikCRM
Start bringing your business processes together today.
Try DinamikCRM free for 14 days. Get started without installation and test it with your team using your real business processes.
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14-day free trial
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No credit card required
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Quick start