CRM & Contacts
A complete CRM system integrated into your project management platform. Manage contacts, deals and entire customer history. Bruno analyzes emails and automatically creates contacts.
Features Overview
Ideal for These Industries
360° Customer Overview
All information about a customer in one place: contact data, projects, invoices, emails, and time entries. Never switch between different tools again.
- Contact timeline with all activities
- Linked projects and tasks
- Email history automatically synced
- Individual hourly rates per customer
Musterfirma GmbH
Max Fischer • CEO
3
Projects
€24k
Invoices
156h
Hours
Recent Activity
Deal Pipeline with AI
Manage your sales opportunities visually on a Kanban board. Our AI automatically evaluates the quality of each lead and predicts the closing probability.
- Customizable pipeline stages
- Automatic lead scoring (0-100)
- Weighted pipeline value
- Churn prediction for existing customers
Deal Pipeline
New
€24.500
Contact
€45.200
Proposal
€67.800
Negotiation
€89.000
Won
€125.000
Customer Portal for Transparency
Give your customers access to a portal where they can view project status, invoices, and time spent. Full transparency without additional effort.
- Own login for each customer
- Project progress in real-time
- Invoice and payment overview
- Sign quotes digitally
Customer Portal
Musterfirma GmbH
Open Tasks
12
Invoices
€8.4k
Recent Activity
Your Benefits
360° customer view
All information about a customer in one place.
Win deals
Optimized pipeline for higher conversion.
Retain customers
Detect churn risks early.
Frequently Asked Questions
Yes, you can import contacts from CSV files, vCards or other CRM systems. A mapping wizard helps with assignment.
The customer portal allows your customers to view projects, provide feedback and download documents - without access to your internal data.
AI-powered lead scoring automatically evaluates the quality of your leads based on interactions, company size and engagement.
Yes, you can send emails directly from the contact profile. These are automatically assigned to the customer history.
Yes, fynoAI detects potential duplicates during import and manual creation and suggests merging them.
You can create any number of custom fields - text, numbers, selection lists, date and more. These appear in contact profiles and reports.
Yes, you can create dynamic segments based on criteria such as industry, revenue or last activity.
The deal pipeline shows all sales opportunities with value, stage and probability. Drag & drop to move deals between stages.
Yes, all interactions (emails, calls, meetings, notes) are automatically logged in the customer history.
Yes, you can create follow-up tasks directly from the contact profile. These also appear in your personal dashboard.
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