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CRM & Customer Management
Know your customer, from first contact to loyal fan
Every customer deserves personal attention
Your customer calls: "What was the story again with that sofa I bought last year?" With LogicTrade CRM you have the answer within 3 seconds. All details, all orders, all invoices, in one clear customer card.
No more loose Excel files, no searching through emails, no "I'll call you back". You can immediately find what they bought before, and which quotes are still outstanding.
From first visit to returning customer
LogicTrade CRM grows automatically with your customer relationships. Every quote, every order, every invoice is linked automatically.
SalesAssist
Problems that CRM & Customer Management solves
- Customer data scattered across systems - Outlook, Excel, invoicing software, website - bits of information everywhere
- No view of order history - "Has this customer bought before?" Nobody knows for sure
- Knowledge silos in the team - Only Jan knows everything about customer X, and Jan is on holiday
- Duplicate customers in the system - The same customer appears 3 times, with different data
- No insight into customer segments - Who are your best customers? Who only buys during sales?
- Contact moments not recorded - That phone call from last week? Forgot to note it down
Benefits of CRM & Customer Management
📋 Complete customer card
Name and address details, contacts, order history, outstanding quotes and invoices - everything in one place.
🔍 Find instantly
Search by name, address, phone number, email or order number. Your customer is always found within 3 seconds.
📝 Notes & contact moments
Record conversations, add notes and see the complete communication history per customer.
👥 Private & business
Support for both private customers and business relationships with multiple contacts.
🏷️ Customer groups & labels
Segment customers with labels and groups. Useful for mailings, discount campaigns or VIP treatment.
🔄 Automatically linked
Quotes, orders and invoices are automatically linked to the customer. No manual searching.
How does CRM & Customer Management work?
Create customer
Create a new customer with name and address details. Or import your existing customer file from Excel.
Create quote or order
Select the customer when creating a quote or order. All details are filled in automatically.
History grows automatically
Every quote, order and invoice is linked automatically. The customer card fills itself.
Use insights
View customer history for personal service. Segment for targeted marketing.
Ready to start with CRM & Customer Management?
Included in every LogicTrade plan from €239/month
Discover how CRM & Customer Management can optimize your workflows.