The contractor profile gathers all company-related information, including registration, address, and contact details. It serves as a central access point for all related data.
A project in the CRM is a space for managing specific initiatives or agreements with a given contractor.
The contact person module is dedicated to managing individual contacts associated with contractors. Each person has their own profile, including contact details and project assignments.
The correspondence section allows for recording and reviewing communication with contractors. You can add notes, emails, and attachments to maintain a complete overview of all exchanged information.
