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CRM

Advantages of CRM

Flexible

The CRM desktop is the face of your sales pipeline.

Add and remove any graphs, features, modules and sections you use on a daily basis. This will keep your desktop clean and your focus firmly in place.

Modules

Select the required modules, such as companies, potentials and client support. You can always add modules on the go.

Module tools

Create shortcuts for recurring actions and you’ll be able to jump from a contact to an invoice with a single click.

User management

Assign user roles and decide who can view the information in CRM and who can change it.

Field management

If you like, add new information fields or edit the contents of the selection lists.

Smart fields

Determine when to display and fill certain fields so that CRM always looks clean.

Dynamic formulas

Fill in the fields automatically with the correct information and prevent mistakes.

Secure

We protect client data at any cost and guarantee the availability of our services.

As an administrator, you can designate authorised employees and grant access to client data based on the employee’s roles.

Data centres in Europe

We protect your data from both human and natural hazards.

Physically, the content of your CRM is located in Finland’s top data centres and is protected from head to toe. To do this, we use firewalls, IAM, etc.

We update all data on a daily basis and keep it in an alternative data centre for 30 days. Data is only transmitted via encrypted links.

GDPR

Our work is fully in line with the EU General Data Protection Regulation (GDPR). Under the data processing agreement, we are responsible for the data processed in CRM and for the support service that is provided.

Integrable

Exchange data with other service providers via CRM by downloading CSV or Excel files.

You can also automate data exchange by integrating CRM with third-party applications via APIs.

CRM has SOAP and REST-based APIs, and their keys are available from administrators.

WooCommerce

WooCommerce is an open-source fully customisable e-commerce platform for businesses around the world.

WordPress Forms

WordPress is a popular website platform. The integration works with three forms: WP Libre Form, Gravity Forms and Contact Form 7.

Cisco Webex

Webex is a solution for hosting web events and webinars for up to 3,000 participants and streaming to up to 40,000 participants.

European Central Bank

Get daily exchange rate updates from the European Central Bank directly to your CRM.

LianaMailer

LianaMailer is a digital marketing tool that helps create effective branded newsletters with only a few clicks.

LianaCem

LianaCEM is a marketing automation system that collects information about clients through digital channels.

Merit Aktiva

You can transfer billing and payment information along with client, contact and product information between CRM and the Merit Aktiva accounting program.

Databases

Can be integrated with Estonian and Finnish company databases where, in addition to basic information, the contacts of key people are also available.

E-invoices

Invoice information, including receipts can also be tracked on CRM. Send invoices from CRM directly to Omniva and Basware e-invoicing environments.

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Check out other CRM functions