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XRM

Ideal for 

Sales & Marketing

Use template

Durch die Verwaltung aller möglichen Geschäftsobjekte ist XRM mehr als nur ein CRM.

Create a 360° file, organize your data storage of these files as best suits your organization. In this way you maintain an overview of your complete business operations and all data objects within your organization. Store only relevant data and stop using a CRM where you don't need half of the functionalities. The X of XRM stands for the unknown and can be used for everything instead of the C for Customer and is limited to the data you can manage.

Overview
Modules
Integrations
XRM
XRM
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What are the main benefits of using

XRM

software?

  • Link all your relevant business objects
    Create your ultimate back- or front-office cloud application with relevant business objects (not just customers). Hence: XRM, X standing for anything!
  • Generate overviews en relations
    Create self-made overviews for each department within your organisation.
  • Configure processes for each business object
    Each department or business object may require a different process regarding the context. Use the dynamic foundation of VobeSoft to create your solution.

This template was created in coorporation with ICTRecht. For more information or for any inquiries, feel free to reach out to Koen van Jaarsveld at k.vanjaarsveld@ictrecht.nl.

Who is ICTRecht?

ICTRecht is a leading legal consultancy in the areas of ICT, privacy, data, security, technology, AI and intellectual property. With extensive practical experience and in-depth legal expertise, ICTRecht supports organizations in navigating complex legal issues in the digital world.

Further enhance your experience, beyond the scope of our core product.

The core of our product already has a lot to offer. But to expand on this scope we created modules that help you achieve your business goals.

VobeSoft platform pages

Most popular modules for this template

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The modules recommended below are based on how real teams use this template. Remember every template is completely customizable, so feel free to add or remove modules to find what works best for you.

Pipeflow
Pipeflow

Work smarter by processing data clearly. Create pipeflows based on the the properties you want. With the pipeflow module, you no longer have difficult Excel files or loose post-its on your desk.

Forms
Forms

Bring tickets, service requests or leads together from different channels. All information is directly visible in your environment. We'll make sure that everything automatically goes to the right person or workflow.

Helpdesk
Helpdesk

The helpdesk module automatically recognises the relation on the basis of the e-mail address. The e-mail conversation is then immediately stored under the correct relation. Vobesoft users/agents can then respond directly from, for example, the correct (customer) file.

Centralize all your work with integrations

Connect VobeSoft with the tools you already use to have all your team's work in one place. Integrations help you automatically move information or perform tasks between VobeSoft and other apps.

This template works best with these integrations

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The integrations recommended below are based on how real teams use this template. Remember every template is completely customizable, so feel free to add or remove integrations to find what works best for you.

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