👥 CRM & Kunden

Kundenmanagement ohne Enterprise-Overhead - optimiert für Solo-Entrepreneure.

Übersicht

Das CRM-Modul hilft dir:

• Pipeline verwalten - Von Lead bis Active Client
• Lifetime Value tracken - Umsatz pro Kunde
• Kommunikation loggen - Alle Interaktionen dokumentieren
• Support-Tickets - Kundenanfragen bearbeiten

Pipeline-Stufen

┌──────┐   ┌──────┐   ┌──────┐   ┌──────┐   ┌──────┐
│ Lead │ → │Qualif│ → │Propsl│ → │Negot │ → │ Won  │
│  3   │   │  2   │   │  1   │   │  1   │   │  12  │
└──────┘   └──────┘   └──────┘   └──────┘   └──────┘

Client-Profil

Client:
  name: "TechStartup GmbH"
  company: "TechStartup GmbH"

  contact:
    email: "max@techstartup.ch"
    phone: "+41 79 123 45 67"

  status: active

  financials:
    lifetime_value: 45000
    total_invoiced: 40000
    outstanding: 5000

  projects: ["Website Redesign", "Mobile App"]

  tags: ["saas", "long-term"]

Features

Kommunikations-Log

📞 Nov 28, 2025 - Phone Call
Duration: 15 min | Outcome: Positive
Notes: Discussed new feature request.

📧 Nov 25, 2025 - Email
Subject: Invoice #2025-042
Notes: Invoice sent, awaiting payment.

Support-Tickets

┌─────────────────────────────────────────────────────────────────┐
│ 🎫 Support Tickets                                              │
├─────────────────────────────────────────────────────────────────┤
│ Open (2):                                                      │
│ ├── #127 │ 🔴 High   │ Login not working │ TechStartup         │
│ └── #126 │ 🟡 Medium │ Feature request   │ Restaurant XYZ      │
└─────────────────────────────────────────────────────────────────┘

Tastatur-Shortcuts

Verwandte Module

Denly - 2026