360-degree view of your customers
With ADITO CRM, you gain a transparent, comprehensive and constantly updated 360-degree view of every customer. All documents – such as invoices, quotes, contracts, campaigns, service tickets and emails – are stored directly in each contact record. This gives you immediate access to all relevant data and interactions, ensuring the best possible customer service.
Keep track of all touchpoints with AI-powered summaries
Follow every customer interaction with ADITO CRM. All activities with your customers are displayed chronologically, giving employees instant visibility into previous communications and agreements. With integrated AI functions, you can generate concise activity summaries at the click of a button. Enrich these records with additional context or topics for easier filtering and faster access. Relevant information is always transparent and easy to find – enabling quick, informed responses.
Make email communication transparent
Do you often search your inbox for specific customer emails? ADITO CRM puts an end to that. Simply import emails into the system – either by drag and drop or via the integrated Mailbridge, which automatically links messages to the correct contact during sending. All emails are recorded in the CRM and saved as activities for each contact person. This gives you full visibility of the entire communication history across all contacts and allows you to view your colleagues’ email correspondence as well.
More effective customer conversations with telephone integration
Keep track of all incoming and outgoing calls and conduct more effective customer conversations with telephone integration (CTI – Computer Telephony Integration) in ADITO CRM. Save time by calling existing contacts with just one click or by automatically importing a caller’s number directly into the CRM and linking it to the right contact. With CTI in ADITO CRM, all relevant customer data is available to you during the call, allowing you to document notes quickly and easily for each interaction.
Visualise relationships clearly
Keep track of all incoming and outgoing calls and conduct more effective customer conversations with telephone integration (CTI – Computer Telephony Integration) in ADITO CRM. Save time by calling existing contacts with just one click or by automatically importing a caller’s number directly into the CRM and linking it to the right contact. With CTI in ADITO CRM, all relevant customer data is available to you during the call, allowing you to document notes quickly and easily for each interaction.
Maintain contacts across systems
With ADITO CRM, there’s no need to copy contact data into other systems or manage it twice. Thanks to contact synchronisation, your data is also available in connected applications such as Outlook or on your smartphone. This saves valuable time and reduces the risk of errors that can occur with manual data transfers.
