CONTRACT MANAGER

About this app

The Contract Manager app helps you keep all your contracts in SuperOffice CRM in order.

Increase your efficiency by being able to create new contracts directly from the customers company card or the sales card.

Set automated reminders for yourself to make following up on each contract easy. The app will create tasks based on how often you want it to remind you.

Quickly get an overview of all contracts associated with each company and manage them with a click of a button.

Key features

  • View your organizations contracts and filter them based on different parameters.
  • Choose from flexible payment options including one-time, monthly, quarterly, or annually.
  • Set weekly and monthly auto reminders for follow ups.
  • Attach documents with your contracts.
  • Export contracts table to spreadsheet.
  • Sort contracts based on type and status to keep track and follow-up.

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Beskrivning

Stay on top of all your contracts with easy management and automated reminders.