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Activity management and work queue

The Activities module serves as a daily work queue for salespeople and managers. It records all tasks, phone calls, meetings and emails. It includes a visual calendar for clear planning and time-boxing of free slots. This gives users a clear overview of what they need to do, which tasks are overdue and what the next step is for a specific customer.

Comprehensive customer history

The system maintains a chronological axis of all interactions with the customer on the company card. In one place, you can see the history of all activities (including those from colleagues), ongoing business cases, open complaints, billing history and completed orders. This central memory of the business relationship ensures full substitutability in the team and perfect readiness for every meeting.

Fast recording and mobile access

With a contextual intent button, users can instantly capture a task or meeting from anywhere, even from the mobile app in the field. The "Quick Capture" feature allows for a lightning-fast, password-protected capture of a client's idea or request in just a few clicks. The recording then drops directly into the activity queue for later resolution, ensuring that no important information is missed.

Business case management (pipeline)

A module for systematic management of the sales process from initial indication to contract conclusion. It allows you to centrally record the subject of the deal, the expected value, your subjective probability of winning and decision deadlines. The entire process or workflow is fully scalable - from simple custom statuses for individuals to complex team management.

Order execution and work reports

After a deal is won, the case can be seamlessly transferred to a work order, preserving all links and history. Work orders offer a clear timeline view using a Gantt chart for precise planning. You can easily report time worked directly on the order or its subordinate steps, monitor the status of the work, and centrally attach files and documentation.

InfoPanels and context tree

Architektura dat je postavená na jasné hierarchii (Firma → Obchodní případ → Zakázka), kterou vizuálně zobrazuje funkce "Strom". Pro mimořádně rychlou práci systém využívá tzv. InfoPanely. Tyto kompaktní boční panely zobrazují klíčové informace a umožňují editaci záznamů či přidávání příloh bez nutnosti opouštět seznamy a otevírat detailní karty v nových oknech.

Helios START

The goal is a quick activation of the Helios bridge so you can start using CRM without confusion. Checklist: Helios bridge installed and running, Key data connected (customers + documents), Data and access verified for accuracy, Micro-training 60–90 min for start, recommended minimum settings

Helios SETUP

The goal is to set up according to your work goal. Checklist: Everything from Helios START, Analysis of Helios data usage in CRM, Complete setup (roles, workflow, fields), Practical team training on your data, Recommendations for further development

Helios Project

The goal is to meet the need for process adjustments and tailored integration. We will expand onboarding to include analysis, modifications, and training.Checklist: Everything from Helios SETUP, Detailed analysis of processes and data links, Implementation of integration adjustments (ERP/CRM) according to the plan, Scenario training for both management and the team