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Feature Details Preview

Customer follow-up and management

The SoClose Customers module is designed to give you an easy and efficient overview of all your customers. It allows you to quickly see the status, project category, open amounts and costs associated with each customer. You can also filter your client list by username, team project or date for better management of your contacts. In case of loss of a customer, you have the possibility of deactivating his file in the list for a simplified management of your contacts.