Administration of employees, customers and suppliers

The administration tool in LeanPoint handles all your employees, customers and suppliers. The tool is the perfect solution for keeping all contact information up to date, recording activities and communication, as well as getting a historical overview. The solution integrates with the other modules in Leanpoint, so you can deploy crews on projects, create tasks for customers and much more.

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Detailed information

The whole idea of the solution is that you have a detailed master data for the individual internal and external contacts, where all relevant information appears. Then you can easily find information, create activities and quickly communicate to employees, customers and suppliers. If you already have data in another system, you can import it all into LeanPoint.

Personnel administration

All the data that is relevant in connection with HR and personnel administration is registered in master data. In addition to name and contact information, it can be information about the employment, documentation of education, special skills, driver’s license and much more. It is also in master data that you can attach contract, course certificates and certifications etc. At the same time, the history of the employee will appear, so you can see any postings, what tasks the employee has worked on and when. The solution is also ideal for quickly finding replacements, e.g. in case of illness or holiday.

User-friendly CRM system

The solution gives you a user-friendly CRM system to record all relationships and activities with your customers. This applies both in the sales work and in connection with planning, follow-up and evaluation. Any contact with the customer, such as a meeting, a phone call or any other form of communication, will appear in the CRM system. Likewise, meetings and scheduled follow-up will automatically be displayed in the calendar in LeanPoint. Then you always have an overview of your customer activities. Tasks and projects will also appear in the customer history. The CRM system also handles all the documents related to the customer. You have the option of attaching quotes, order confirmations, meeting notes and other relevant documents.

Managing suppliers

In addition to personnel and customer administration, the solution also includes a tool for managing suppliers. Here you can keep track of all the suppliers that you use. In the tool you register which suppliers deliver, which goods, prices, contact information and much more. Requisitions for procurement can also be issued. On each supplier you can specify contacts, price and trade agreements, so you always have an overview of the agreements.

Notification of changes
To ensure that no information is lost in contact with customers and suppliers, LeanPoint is structured so that all contact, changes and additions can be noted directly on the case, regardless of who in the company receives them. It is even so smart that the employee or employees responsible for the case will automatically receive a notification by email if a colleague has added notes in the case. The same applies if additional meeting agreements are made with the customer or supplier.
Built-in message function
The administration tool has a built-in function that allows you to quickly send messages to employees, customers and suppliers. The messages are sent as SMS and / or e-mail. The message function is typically used when you need to send shared messages to employees or a group of employees. In the staff list, you choose who should be notified. With the search function you can e.g. select recipient group based on work area, department, competencies, etc. In connection with customers and suppliers, the function is very relevant when you need to send meeting confirmations, offers and requisitions and inquiries.
Create forms
For each employee, customer or supplier, you can create electronic forms that are saved on the contact. You decide for yourself what the forms should look like and what they should contain. Forms are typically used to register tools and workwear that have been handed out to an employee, service reports and quality assurance in connection with sales and purchasing. You can read more about electronic forms here.

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LeanPoint administration tool streamlines registration and communication with the company’s customers, employees and suppliers. The tool keeps track of follow-up, deadlines, offers, competencies, purchasing and much more. The solution is ideal, no matter how many customers, employees and suppliers you handle and can be set up to suit your company’s needs.

Administration of employees, customers and suppliers

Detailed information

Personnel administration

User-friendly CRM system

Managing suppliers

Notification of changes

Built-in message function

Create forms

LEANPOINT

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