Felisuite Module

CRM: every relationship, followed up

The Felisuite CRM is the module that follows your customer and personal relationships: contacts and companies, links between people, a timeline of emails, calls and notes, tasks and reminders, important dates and documents, in the same app as your email.

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What the CRM does

  • Contacts and companies

    One record per person and per company, each person linked to their company with their role.

  • Relationships between people

    Record who knows whom, for customer and personal relationships alike.

  • A complete timeline

    Emails, calls, notes and tasks of a relationship gathered on one timeline.

  • Tasks and reminders

    Add a task or a reminder from a record, so no follow-up is forgotten.

  • Important dates

    Birthdays, anniversaries, renewals: the dates that matter, on the record.

  • Documents

    Attach documents to a contact or a company.

  • Your own fields

    Create the fields your business needs.

  • Clean data

    Find duplicates and merge them; update several records at once.

Even more useful with the rest of the suite

Every module shares the same account, the same contacts and the same app: what you do in one is available in the others.

Questions about CRM

What is the difference with Feliorbe?

The Felisuite CRM follows customer and personal relationships. Feliorbe is a separate product: an operations management system for service companies.

How much does the CRM cost?

The CRM is a module billed per user and per month on top of the core. The price is the same whatever the plan.

The other modules

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