Keeping track while interacting with customers

E-mails, phone notes, tickets, appointments, minutes and checklists

The work4all desktop serves as a central hub for both content and commercial communication. Not only are emails, telephone notes, documents, appointments, letters, checklists, etc. clearly displayed for the business partner or project, but commercial processes are also extremely helpful at this point regarding open offers or past purchase information. This means that every employee is aware immediately after the call!

Overview of all forms of communication

E-mails, phone calls, documents, minutes, appointments, tasks. These can be found in order in the digital file of your customer, supplier or in project. This provides a 360° view of business partners and transparency for all employees.

Mobile recording of (phone) notes

On the go you can conveniently document your appointments using the dictation feature, which is saved in the phone notes. This way, the mobile device even has advantages over the laptop!

Checklists for organizing team tasks

Checklists are particularly helpful in project management for organizing the diverse tasks and deadlines systematically. Templates simplify the handling of recurring processes, not least due to the integrated task creation.

Storage of emails & documents via drag & drop

Emails and documents can be easily added to work4all via drag & drop. Alternatively, you can write emails directly from work4all, in which case the assignment to the customer, supplier or project is automatic.

Create letters using Word templates

Microsoft Office is seamlessly integrated into work4all in many areas. E-mails are sent via Outlook, letters automatically open in Word. Text bookmarks ensure automatic insertion of addresses and senders. Custom or company-wide text modules can quickly and individually enhance templates.

Document templates are also excellent for recurring commercial or contract documents with suppliers!

CRM/Communication

Feature overview

Drag & drop for emails and documents

Your own tasks, appointments and tickets via the daily news

Phone calls, contact reports, appointments, calendars, checklists, tasks, emails and other incoming and outgoing correspondence

Individual security of documents through object protection

Mobile view and editing via work4all app

Automatic synchronization of contacts and appointments

Template management for documents and letters