Communication, CRM and HR

LeanPoint® has integrated master data register with CRM and HR functions, to keep all data in the same system. This gives you a good tool to keep all your files fully updated, as there is a wealth of status tools built in, as well as search functions. Below you can see a short list of some of the features.


Selection of features:

  • Supplier Data and Contacts
  • Purchase List
  • Document attachment
  • Profile Display
  • Stock can be created ad hoc in LeanPoint®, or you can import a file with all items for example from your existing accounting system.
  • Entered or imported items can be used to make specific service reports that requires registration of goods sold.
  • Quick and easy updating of data
  • Status of each file
  • Opportunity for personal setting for displaying data
  • Optional data protection

Customer data – debtors

Customer data – debtors – can be created ad hoc in LeanPoint®, or you can import a file with all debtors for example from your existing accounting system.

Selection of features:

Customer data and contacts

Choose to receive automatic notification by mail if other users are updating your customer data

Order-/Project history of each customer

Status Tools – contact dates, observations, current status

Text-service – send a text message to your contacts or selected groups

Email service – send email to an individual or selected group

Document attachment of quotations, order confirmations etc.

Profile View – watch your customer data as A4 page instead of side-scrolling

Staff data

Staff data can be created ad hoc in LeanPoint®, or you can import a file with all staff data for example from your existing salary system.

Selection of features:

Biographical data

Posting history for employees

Status tools – contact dates, observations, current status

Text-service – send a text message to an employee or selected group

Email service – send email to an employee or selected group

Document attachment of appointments, resignations, course certificates etc.

Profile Views – see it in A4 with flip function to the next/previous employee

Suppliers

Suppliers can be created ad hoc in LeanPoint®, or you can import a file with all suppliers for example from your existing accounting system.

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