Event History

Leverage your customer data without hassle

CRM is integrated right from your planning activity. Built with simplicity in mind, you can follow-up time spent by your staff, or upcoming business opportunities.

Show, filter, and export your activity feed

Display all your organization events as a list, and leverage our smart filters to get insights.

  • Event List display

    Display your events as a list with all associated data.

  • Smart Filters

    Filter your data by period, by customer, by stakeholder, by activity ... and combine as many filters as you want. Get quick answers to your questions.

  • Sums & Totals

    Sum the overall turnover, number of customer contacts, number of achievements, working hours or events... and any additional numeric field.

  • Export Excel & CSV

    Export in an instant data that matters in XLS or CSV format, for further analysis on spreadsheet or send them to accounting.

CRM view in multi-planning showing filtered entries
Find concrete CRM applications on our blog
See Examples

CUSTOMIZABLE FIELDS

Integrate your own fields for appointments, and search for them in the CRM: Reference number, etc ...

EXPORT & PRINTING

One-click PDF export, for printing or external sharing.

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Create your planning tailored to your activity. No credit card needed
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Simplifiez le quotidien de vos équipes de travail
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Contenu de la démonstration

Durant cette session interactive et guidée, un de nos experts produits personnalisera avec vous l'outil pour que vous tiriez le meilleur parti de votre test.
  • 30 minutes

Vos bénéfices :

  • Eviter la perte de temps du paramétrage
  • Avoir un planning immédiatement opérationnel
  • Piloter et centraliser l'agenda de votre équipe
  • Apporter des réponses immédiates à vos questions
  • Offrir un canal de réservation en ligne 24/7 à vos clients

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