Standardized Client Profile
Each InfoServ CRM system comes equipped with a standardized client profile – both for corporate and residential clients. It’s up to the user’s specific needs to decide which standard data fields to use.
Corporate clients are described on two levels:
Company details – including: Company Name, Company Status (12 customizable statuses), Registration Address, Headquarters Address, URL, Bank Details (Bank name, BIC code, IBAN), ID Number, VAT ID number), Number of employees, and Accountable person.
Customer/Contact person details – including: Customer/Contact Person Status (12 customizable statuses), Name, Surname, Family name, Occupation, Title Prefix, 6 phone numbers, several e-mail addresses, Permanent Address, Current Address, URL, Personal ID number, Date of Birth, ID card number, and ID card issue date.
Note: that each Company profile may have many customer profiles associated with it used to manage contact person details at that corporation.