Find the relationship
Open the contact relevant to the work.
Modules · Dumpla
CRM
Organize the relationships and follow-up that connect an experience with its contacts.
CRM in your universe
CRM keeps relationship information close to the activity that uses it. A contact’s context supports follow-up while access remains tied to the responsible roles.
CRM in practice
A relationship needs continuity
A participant returns to a contact and understands the context relevant to the next interaction.
Use its context
Review the information available to your role.
Follow through
Continue the activity associated with the contact.
CRM
A relationship keeps its context
Contact information supports the people responsible for continuing the relationship and its associated activities.
01
Contacts
The relationship has a recognizable participant and purpose.
02
Context
Relevant information accompanies the interaction.
03
Follow-up
Relationship work connects to the activity that needs a next step.
04
Membership scope
CRM is added in Evolution and inherited by higher Dumpla plans.
Modules
Build your next experience
Explore Modules and connect the capabilities your activities need.