CRM | Standard Edition
CRM | Standard Edition
Your CRM foundation — structured, secure, and ready to scale.
Designed for small to mid-sized teams, the Standard Edition delivers powerful tools to manage leads, support cases, and customer complaints—all with built-in automation, accountability, and seamless access.
🎯 Lead & Pipeline Management
Capture, qualify, and convert leads with customizable fields and visual pipelines.
📨 Case Management & Email Ticketing
Turn emails into support tickets. Assign, comment, and resolve with full visibility.
🛡️ Claims Management
Handle customer complaints and service issues with structured workflows and resolution tracking.
🔐 Single Sign-On (SSO)
Log in securely using your existing Microsoft 365 or Google Workspace accounts—no extra passwords needed.
🧑 Role-Based Access Control
Granular permissions and predefined roles for full control over who sees what.
📊 Reporting & Dashboards
Visualize performance across leads, cases, and claims. Export reports for tracking and insights.
🕵️ Audit Logging System
Every action tracked—ensuring accountability and transparency.
💡 Who’s It For?
Teams ready to move beyond spreadsheets and inboxes.
Ideal for support, sales, and service teams who need structure, automation, and secure access.
CRM Standard Edition – Setup & Onboarding Package
One-time fee: €5,000
This setup fee is automatically added to your first invoice when you order the CRM Standard Edition.
✅ What’s Included:
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System Configuration
- Customization of pipelines, fields, and workflows
- Role-based access setup for teams
- Integration with Microsoft 365 or Google Workspace (SSO)
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Data Migration
- Import of existing customer, lead, and case data
- Cleanup and formatting assistance
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Email & Ticketing Setup
- Email-to-case configuration
- Routing and assignment rules
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Reporting & Dashboards
- Tailored reports and visual dashboards
- Exportable insights setup
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Training & Onboarding
- Live training sessions for admins and users
- Onboarding materials and documentation
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Dedicated Support
- Priority onboarding support for 30 days
- Direct access to our setup specialists
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