CUSTOMERS module - CRM

The Contractors – CRM module enables central management of customer data and full integration with other system components. The user has instant access to contact details, settlement terms, related documents, cooperation history, and key analytical information that support the assessment of further relations with the client. In the case of contractors with payment arrears, it is possible to block them or set hard and soft limits, which the system automatically verifies when performing services or issuing another invoice. The module comprehensively supports operational processes, facilitates control over business relationships, and accelerates customer service.


Easy access to key information

The contractor relationship management module provides quick access to address and contact data as well as agreed financial settlement rules. Additionally, it enables precise description and filtering of contractors using features defined by system users. Thanks to this, it is easy to identify and categorize clients, e.g. by type of cooperation (principal, subcontractor, carrier) or status (active, blocked), which significantly improves communication and planning of sales and accounting activities. The most important data is visible on the list without the need to enter the contractor’s details.


Quick insight into related information

The contractor’s file is linked to subdirectories where you can:

  • register employees and branches of the contractor – especially useful for companies operating in many locations under one tax ID
  • check turnover balance and review the list of cost and revenue documents, which enables quick financial analysis
  • add contracts related to a given client
  • generate letters, including payment requests (using the debt collection module)
The user does not need to search various files – they also have quick access to filtered data collected in other areas of the system, such as contracts, tasks/contacts with the contractor, forwarder/carrier insurance policy, or invoices issued by a given client – all information is consolidated and available in one place, which shortens the time needed for data analysis and enables faster decision-making. Invoicing of contractors has also been integrated with the module, allowing preview and control of issued sales documents.


Effective communication with contractors

The module enables editing and managing correspondence with contractors, including the ability to send an e-mail message directly to the client from the PasCom system after entering the e-mail address. This allows for consistent, well-documented business communication.