Social

[Requires Ipsyme PLUS]

If you are interacting a lot with other companies and people, this module will probably be helpful for you. You can understand it as extendet Contact book, where events and people you are interacting with can be stored.

Company

This module can't be created directly. As soon as you create a contact of any type, you will be able to add a company. We are following this workflow since we believe, there are human people you are talking to and they are important to treat as individuals.

Contacts

This module stores information about people, who are not interested in you products, but interact with you in any other relation.

Leads

People who are interested in your product(s), but did not buy anything yet.

Customers

Physical people, who bought already some type of product from you.

Events

Events are interactions with other people of different types. You will need to select one of the types below by the creation of a new event.

Call

Voice conversation including video or not.

Mail

Written text as email.

Message

Written text sent in any other format.

Meeting

Personal conversation, face to face.

Other

Any type of event, wich does not match the types from above.