Sweet One¶

Sweet One is a user-friendly CRM solution that supports your everyday needs and gives you a 360° view of your customer. It is easy to integrate with existing systems, and as an add-on, you can use Sweet Automation, a business process automation tool, to further develop and automate your business processes. Sweet offers a platform that is easy to use, allowing you to tailor your CRM solution to your specific needs and preferences. With its smart features, you can automate tasks in sales, marketing, and customer service, streamlining your ways of working and increasing your productivity. Choose Sweet to take your business to the next level!

Areas within Sweet One

Sales:

Manage sales step by step with a clear pipeline
Handle offers in combination with Sweet forms
Predict income streams by using probabilty
Follow up with dashboards and powerful selections based on your needs

Case management:

Strong overview of ongoing cases with selections and pipeline management
Automatic e-mail replies and templates for quicker response
Easy collaboration and routing of cases to groups or users
Choose between pipeline, split view, or list view based on your preferences
Prioritize, categorize, and tag your cases for evaluation or follow-up

Field service:

Plan and project work orders and service appointments
Use multiple price books for different customers with individual pricing per article
Handle service on the field with a mobile-friendly solution

Project management

Project management for planning projects with resource allocation, scheduling as well as time reporting for follow-up

Time and expense reports:

Register time reports and add attestation when needed
Report your expenses and get them confirmed

Marketing:

Set your overall marketing plan and register all kinds of marketing activities
Create call lists
Connect an e-mail marketing provider for sending newsletters or other customer communication

And more