Customer and Vendor Management

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.