Partner management

Create new partners and manage existing partners. With an interface to your CRM, you can do this effortlessly. All figures, data and facts in one place. Paktum provides you with the answers to your questions.

  • Wax interface 3
  • Wax interface 2

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    API Interface

    With an API to the conventional CRM systems, duplicate data maintenance is no longer necessary. Data can be maintained and synchronised in both systems.

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    Partnerinformations

    In addition to contact details, data relevant to invoices and the sector can also be recorded. This enables a new type of analysis options.

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    Contact persons

    Maintain contact persons with their respective roles and contact data, eliminating the need for multiple entries via an API interface.

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    Documents and status

    All documents, such as offers, contracts and invoices, supplemented by data such as contract duration, payment terms, ... in one place.

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    Evaluation and development

    Generates analyses of developments in recent years and provides helpful information on partner management.

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    Sponsorlevels

    Define partner level with tresholds or set the level manually.

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