MicroCRM
Dear clients, we present to you a new functionality MicroCRM!
This functionality allows you to maintain a centralized record of your contacts for individuals and companies similar to a CRM, but with features more focused on traceability.
To activate MicroCRM, you simply need to associate contact properties with your client or agent forms, and this way we will automatically create or update a contact.
Contact Fields
The contact fields are the following:
Individuals
- First Name
- Last Name
- Username
- Secondary Email
- Phone
- Document ID
- Address
- Country
- State
- Postal Code
- Date of Birth
- Gender
- Marital Status
Companies
- Name
- Company ID
- Tax ID
- Legal ID
- Industry
- Size
- Annual Revenue
- Website
- Headquarters
- Subsidiaries
- Organization Type
- Relationship Type
- Related Contacts (Individual Contacts)
Both types of contacts have a customizable retention time restriction which allows compliance with personal data protection regulations, automatically deleting the record from our systems after a defined period of time.
Please note that this is the first version of MicroCRM, which will have more functionalities in the coming months.