Standards

CUSTOMER MANAGEMENT (CRM)

1. CUSTOMER MANAGEMENT

1.1

Planner – a calendar solution for planning resources and events

1.2

Contacts – a customer-centric logbook for recording, managing and assigning responsibilities

1.3

Events – a dynamic report of activities performed with filters by customer and project. Possibility to view the elapsed time and calculate it in monetary terms

1.4

Objectives/Projects – possibility to create projects and objectives on a customer-by-customer basis

2. MAINTENANCE

2.1

Resources – Adding resources to the Planner

3. AUXILIARY ACTIVITIES

3.1

Management of user rights for a specified user

GENERAL INFORMATION

4. CUSTOMERS

4.1

Possibility to add an unlimited number of customers and suppliers (included in a joint table)

4.2

Possibility to add an unlimited number of customer groups and discount groups

4.3

Assigning a group to a customer or a vendor

4.4

Possibility to request information about a legal entity from the register, on the basis of which the customer card is filled in automatically

4.5

Possibility to add an unlimited number of customer contacts

4.6

Determination of locations of the customer

4.7

Mark an outdated customer as inactive

4.8

Adding customer, customer group, discount group-based discounts

4.9

Filtering of data in the table based on predefined conditions

4.10

Customer-specific discounts

4.11

Easy-to-use loyalty card module for the use of discount cards

4.12

Simple printing of data from a table

4.13

Copying of data from a table to Excel

5. GOODS

5.1

Possibility to add an unlimited number of goods and services

5.2

Possibility to add an unlimited number of commodity groups (additionally, the possibility to use the upper groups)

5.3

Assignment of a group and a preferential group to goods

5.4

An unlimited number of barcodes can be assigned to goods

5.5

Adding goods and group benefits (change elsewhere)

5.6

Different VAT codes and units of measurement

5.7

Possibility to restrict who sees goods, based on job positions (goods department)

5.8

Filtering of data in the table based on predefined conditions

5.9

Marking of obsolete goods/services as old, i.e. archiving

5.10

Manual record-keeping of batches

5.11

Adding translations to goods/services

5.12

Adding different price classes and department- and/or point of sale-based prices

5.13

Tracking of movement of goods in warehouses under the context menu for goods

5.14

Simple printing of data from a table

5.15

Copying of data in an Excel table

* ADDITIONAL POSSIBILITIES

(Additional paid Noom functionalities tailored to the specific nature of your company)

  • Generation of costs from a planner and generation of invoices for costs
  • Planner-based view online (web-based planner)
  • Web-based planner (also available on mobile)
  • Customer notifications (SMS, e-mail)
  • Automatic adding of recurring events to the Planner depending on the status
  • Importing of goods, customers and prices from Excel