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
Key figures for the last twelve months in the customer record: revenue, gross profit, quote win rate, time to order and share of non-billable service time, plus the ABC class
Custom customer fields such as industry, headcount or previous partner, also for targeted info mails
Tags on contacts too, for example "Christmas gift"
Systems and credentials for several customers: a shared phone system appears in every record involved
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.