In KLUSA you can manage companies data of customers, vendors, and even competitors. The software offers the following functionality:
- management of companies general data, descriptions and addresses, financial and accounting data
- data from company contacts can also be edited in the project
- documentation of list and special prices for products and cost rates for services
- scoring of companies including economic values and benefit analysis data
- creating activities in task lists for different measures
- various predefined transaction types with logical workflow are available for the accounting of the projects
- integrated DMS for the structured storage of associated documents such as e.g. offers, invoices, e-mails, etc.
See also data sheet Companies.