Why it helps
Every client, contact and the history with them sits in one searchable place, with the price sheets and log tied to the relationship. VAT numbers are validated against the official registers as you go, so the details you bill against are correct from the start.
The whole relationship, in one searchable place.
How EngiiCore does it
- Customer detail with contacts, activity log and price sheets.
- VAT numbers checked against the Danish CVR register and EU VIES.
- Multi-step creation and customer segments.
- Convert a customer to a contractor — and back — when the relationship changes.
Good to know
Included from the Regular User licence up.