Contact and account management

Account management

Toscana CRM enables you to store detailed information about customers and accounts. This includes contact details, company information, payment information, and any historical interactions or transactions, providing a 360-degree view of each customer. This single source of truth ensures that every department within an organization has access to up-to-date, accurate customer data, fostering collaboration and informed decision-making.

Toscana CRM is equipped to manage relationships with multiple accounts associated with a single organization. Therefore, one organization can have multiple contact persons and multiple branch offices.

Supplier management

In addition to customer accounts, Toscana CRM also manages supplier accounts. This includes supplier contact information, order history, and procurement processes.

Advanced search filters

Customer/supplier search in Toscana is exceptionally user-friendly, thanks to its advanced search filters. You no longer need to input the complete customer/supplier name; just a few letters will suffice to prompt relevant results. Moreover, you have the flexibility to search by other criteria like city, category, contact people, and more.

Customer segmentation

Toscana offers the possibility to assign our customers to different categories, thus allowing for personalized sales activities and targeted marketing campaigns. This option is also facilitating the process of customer search.

Integration

The system integrates account and contact information with other modules, such as inventory management, sales, and financials. This ensures data consistency across the organization.