PANELS

Create searchable and filtered archive tabs in SuperOffice CRM Online
Extend your activity, document, sales or mailing panels with a few clicks

What's in it for you

Searchable and filtered superoffice archive TABS

All the communication you have with your customers is nicely stored in SuperOffice CRM. After a while finding the right activity, document or sales can be hard. With Panels you create extra archive panels which are optionally pre-filtered with just the information you need. These panels are even searchable so you can find the information quickly. And as a bonus we have added a special birthday panel, so you will see all upcoming birthdays.

Explore our awesome features

filter on types, search the result and find

K

ACTIVITIES

You only want to show your external visits? Just set a filter on Meeting out

L

DOCUMENTS

Create a filtered document archive showing your proposals, contract or what ever document type you want

M

SALES/SALES HISTORY

Wouldn't it be nice to see only your open sales, or see the complete history of a sale

F

MAILING

Get a clear overview of all your recipients who you have mailed

h

BIRTHDAYS

Use any person selection to show up coming birthdays of your valuable contacts

t

GOOGLE MAPS

Show directly your customer on a map in your SuperOffice CRM Online environment

REFERENCES

what do our customers say

“Since I'm using the Panel solution I'm highly organised”
Rob Groot
“Finally I can find quickly the information I'm looking for”
Jennifer Logard
“Thanks to the Panels I never forget birthdays any longer”
Vincent Goldberg
Easy

three steps away from creating your panels

1

SIGN-UP

2

set  filters

3

be organised

I’m convinced, 
let me try for free!