Consolidate your workflow
Revolutionise your client interactions with RecMan Consultant Suite. Featuring RecMan CRM, integrated invoicing, and RecMan core functionalities, the all-in-one solution empowers you to truly streamline your work. Say goodbye to inefficiency and hello to seamless productivity with RecMan.
Easily track your customers status and progression through your pipeline with RecMan’s intuitive overview.
In RecMan CRM, every customer or company is represented by a dedicated card that displays essential details such as their history, contact information, and other pertinent data.
Credit checks and monitoring
RecMan uses Creditsafe to monitor Norwegian and international companies. This allows credit checks for customers in Norway, Sweden, Denmark and the UK to be performed in RecMan. This module comes with an additional monthly fee.
Let RecMan do your research for you. Find and segment new potential customers through RecMan’s proprietary prospecting tool.
Portfolio monitoring lets you stay on top of acquisitions, invoices, address changes and liquidity without lifting a finger.
Logging and client approval of hours
Keep track of logged hours and improve transparency with a unique customer portal. Clients get access to their own web portal for logged-hours approval and you get an oversight of your workforce.
Keep track of hours and send invoices in the same system. RecMan offers integrations with a wide array of accounting systems. Learn more about integrations.
RecMan Employee App
Manage your work on the fly.
Let employees log hours and expenses, or chat, using their phones. Learn more about RecMan Employee. Learn more about the Employee App.
RecMan Core functionalities
Organise your team. Assure the work gets done, and that customers receive a timely follow-up.
RecMan empowers you to make informed decisions based on data. You can analyse and visualise key performance indicators, metrics, and data points to monitor your current status.
Create and send custom forms. Forms may be applied in a wide range of areas, like:
- Customer satisfaction analysis
- Deviation reports
- Order forms
Make sure sensitive information stays sensitive. Define access rights and permissions to various information and functionality within the system. This can be defined per user.
Stay safe with cloud-based detection and prevention of cybersecurity threats. Up to 30 anti-malware programs are at your disposal in RecMan, with different packages depending on the specific need.
Email and calendar
RecMan's email and calendar seamlessly integrate and synchronise with both incoming and outgoing data from Outlook and Gmail.
Turn slow manual processes into automated ones with RecMan's API integration, which enables seamless communication with your systems. Developer? Check out RecMan’s API documentation.
RecMan lets you generate offers and agreements inside the platform, based on existing templates. Customers can review and sign documents electronically, making deal-making easier than ever.
Communicate safely and efficiently. RecMan’s team chat helps your team work better together.
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