Get full control with RecMan CRM
Maximise your customer interactions and streamline your pipeline like never before with RecMan CRM. The suite includes an extensive set of CRM features along with RecMan core functionalities, which allows you to optimise your customer interactions and enhance your customer relationships. RecMan CRM lets you experience a new level of efficiency and effectiveness in managing your customers.
CRM features
Pipeline management
Easily track your customers status and progression through your pipeline with RecMan’s intuitive overview.
Customer profiles
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.
Portfolio monitoring
Portfolio monitoring lets you stay on top of acquisitions, invoices, address changes and liquidity without lifting a finger.
Leads-generator
Let RecMan do your research for you. Find and segment new potential customers through RecMan’s proprietary prospecting tool.
Invoicing
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 Core functionalities
Task manager
Organise your team. Assure the work gets done, and that customers receive a timely follow-up.
Business Intelligence
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.
Forms
Create and send custom forms. Forms may be applied in a wide range of areas, including:
- Customer satisfaction analysis
- Deviation reports
- Surveys
- Feedback
- Order forms
Access control
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.
Antivirus
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.
Open API
Turn slow manual processes into automated ones with RecMan's API integration, which enables seamless communication with your systems.
Electronic agreements
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.
Chat
Communicate safely and efficiently. Our team chat helps your team work better together.
Get started
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