Customers
Consulting CRM moduleThe customer card gathers the company with sector tags, consultant assignment, estimated grant and consulting fee in one place. Filter your portfolio, export it, and link it to deals.
Product preview
Customers
Portfolio
| Company | Consultant | Est. grant |
|---|---|---|
| A Industry | Ayşe | ¤420K |
| B Tourism | Mehmet | ¤180K |
| C Food | Ayşe | ¤310K |
By sector
Manufacturing45%
Tourism30%
Food25%
Active
62
Portfolio
¤8.4M
Unassigned
3
Example scenario
Example scenario
Portfolio on a single card
With consultant assignment and estimated grant on one card, the manager could balance workload evenly.
- 62
- active companies
- 100%
- assignment visibility
- 2 min
- report export
FAQ
Questions about this feature
Customers
Can a company have multiple sector tags?
Yes; sectors are multi-tag, a company can be linked to more than one industry.
Does a deleted customer disappear?
Records are soft-deleted and archived; history and linked activities are preserved.
Can I export the portfolio?
Yes; you can filter the customer list and export it as CSV.
Other features
Ready to bring your business onto one platform?
Create your organization in minutes and enable exactly the modules you need.