Cloud CRM Features

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Customer Account Management

Insert your customers in the platform and thus enable effective management of each customer account. View reports and details of each single account and effectively organise your customer management.
Click here to see step by step how to create a new customer profile through Peneza.com

Contact Management

Insert your contacts per company you work with and get a complete picture of the people who are part of your client-company. Take control of the contact you need and instantly view the details of that contact.
Click here to see step by step how to create a new Contact.

Effective Sales Management

Insert and track your sales. In this way, you will be able to draw useful conclusions with the use of the reports that will be created for your sales and you will be able to decide clearly and efficiently on your strategy and on your future collaborations, the sectors to concentrate on and the services which are most in demand.
Click here to see step by step how to enter a new sale.

Creating E-Invoices

Create E-Invoices quickly and easily online at the press of a button. Select the sales which you have made and wish to invoice and then automatically issue the document you require. In case you should make a mistake, print a cancelling document and proceed to re-issue a new one.
Click here to see step by step how to issue a new online invoice.

How to create Offers & Pro-Invoices

Create offers & pro-invoices for your interested customers easily and quickly and send them a professionally made document.
Click here to see step by step how to create a new offer.

Creating Account Users

Do you wish to add your company’s employees under your account? Do it easily at the press of a button. Create employee and management roles and in this way acquire a complete picture of their statistics. Check directly the sales that each employee has made as well as their efficiency.
Click here to see step by step how you can create new users from within your account.

Task Management

Enter your tasks, add reminders for things like appointments, telephone calls and keep yourself perfectly organised.
Click here to see step by step how you can enter a new task.


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