CRM
Customer relationship management
Importing Clients from Fakturownia
What It Does The import pulls clients from your Fakturownia account and creates them as CRM clients in Intum. If a client with a given Fakturownia ID...
Contacts
CRM Contacts A contact is a person associated with a client - e.g., a company employee, project manager, or contact person. A single client can have ...
Clients
CRM Clients A client is the central object in CRM - it represents a company or individual you work with. Contacts, deals, tasks, invoices, and the en...
Client Management
CRM Module The CRM module allows you to manage client relationships — from the first contact, through ongoing support, to tracking sales opportunitie...
Deals
Deals A deal is a sales opportunity or transaction associated with a client. Deals allow you to track the sales pipeline — from first contact to clos...
CRM Notes
CRM Notes Notes allow you to record information about interactions with clients, contacts, and deals. They serve as a history of communication and im...
CRM Statuses
Client Statuses Statuses allow you to classify clients, contacts, and deals by service stage. Example statuses: “New”, “Active”, “VIP”, “Inactive”. ...