Customers & contacts
Customers & contacts - companies, people and sites in one place
Keep customer companies with all their contacts, sites and responsibilities in one place - the foundation that tickets, contracts and devices attach themselves to.
No payment details · Hosted in Germany
What it does
Customer companies with address, contact details, customer number and free-form tags
Several contacts per customer with position, department, role and a designated main contact
Several sites per customer, one of them the main site
A primary and a deputy account manager per customer
Email domains per customer - incoming tickets are matched to the right customer automatically
Password-free portal access per customer and contact (magic link)
An email signature per customer for outgoing messages
Public and internal notes plus an active/inactive state
For IT service providers: subnets per customer for automatic device assignment
The commercial side lives on the same record: debtor number, payment terms, pricing rules and conditions
In practice
In practice
An incoming email is matched to the right customer through the sender domain - together with the account manager, the contract and the devices that belong to it. Contacts follow their requests through the portal, without a password.
Frequently asked questions
Are incoming requests matched to the customer automatically?
Yes. Using the email domains stored on a customer, IDA assigns incoming email to the right customer and contact.
Can I keep several contacts and sites per customer?
Yes. A customer can have any number of contacts (with role and position) and sites; one contact and one site can be marked as the main one.
Is there an account owner per customer?
Yes. A primary and a deputy account manager can be assigned to every customer.
Can customers access a portal?
Yes. Portal access is enabled per customer and per contact - sign-in is password-free through a magic link.
Try IDA free for 30 days
No payment details. One price, everything included.