Sinfonia’s Customer Relationships kit brings your customers’ contacts, companies, deals and requests together in a single application. Free for life for one user, the kit then adapts to your own sales rules.
- Objects
- Person, Company, Task, Note, Call, Meeting, Message, Item, Reference data
- Processes
- 3
- Price
- Free for life, 1 user
- 01Deal
Follow a customer project from start to finish.
- 02Request
Receive a customer request and follow it through to resolution.
- 03Lifecycle
Follow a contact from prospect to customer.
Who the Customer Relationships kit is for
The Customer Relationships kit suits a company that tracks its customers in a spreadsheet, an inbox or a notebook. Each customer record gathers the history of calls, meetings, messages and notes. Each deal shows its stage, its amount and the next action to take.
How the Customer Relationships kit adapts to your company
The Customer Relationships kit works from day one with standard objects and processes. Then add your documents: your sales tracking spreadsheet, your contact file or a diagram of your sales process. Sinfonia picks out their fields, steps and rules, then builds them into the kit.
Every object and process in the kit is listed in the catalogue of business objects and processes.
The Customer Relationships kit, free for one user
The Customer Relationships kit is free for life for one user. Beyond that, each module costs $20 per month per user.
After the Customer Relationships kit
The natural next step after the Customer Relationships kit: quotes, customer invoices and payments, to price and then invoice a deal without re-keying. Sales orders come next. The Sinfonia agent proposes each extension when your usage calls for it.