--- title: "CRM software to manage your customers | attendo" description: "CRM software for any company: a 360 record for every customer with conversations, deals, contracts, support cases and documents, shared by everyone." url: "https://attendo.me/en/l/crm-software" lang: "en" --- # The CRM to manage everything that happens with each customer One record per customer with contacts, conversations, deals, orders, contracts, support cases and documents. For any company in any industry, shared by sales, customer service, operations and finance. - One record for the whole company - Email, WhatsApp and phone on the record - Adapts to your industry without code - Cloud-based: nothing to install - Data hosted in the European Union - Native iOS and Android app - AI proposes; you decide ## Request a demo with your data We call you, look at your case and show you attendo with your own data. No commitment. ## What does your company know about each customer? When each department keeps its own piece, nobody has the full story: sales does not know which cases are open and customer service does not know what was promised. ### The customer, in five places Contacts on a phone, emails in an inbox, contracts in a folder and invoices in the ERP. ### Sales and operations do not talk The rep sells without knowing there are three open cases. Customer service does not know what was sold. ### Contracts that expire without a call Nobody gives notice in time, and the customer renews elsewhere or not at all. ### Customers who leave without warning Less activity, more complaints and lower satisfaction, and nobody sees it until it is too late. ## The whole customer relationship, on one record Before, during and after the sale, with each role seeing the part that concerns them. ### 360 customer record Contacts with job titles, addresses, custom fields and everything that happens: deals, orders, contracts, projects, support cases and documents. ### Every conversation Microsoft 365 and Google email, WhatsApp, phone, Teams and Slack land on the customer record. Nobody asks the same thing twice. ### Contracts and renewals Term, value, scope, SLA and prepaid hours if any, with a renewal alert as far ahead as you choose. ### Service and after-sales The customer’s support cases on the same record, with a portal to follow their requests and satisfaction surveys at closing. ### Documents and signature Quotes, orders and documents with your design, document management with tags and signature with attendo eSign. ### Fitted to your company Your own customer types, fields, stages and screens, and workflows that automate the repetitive, without code. ### Profitability and churn risk What you invoice through your ERP versus what it costs to serve each customer, and an alert when a customer starts to drift away. ### Several companies and business lines Issuing companies with their own numbering and branding, work groups and business lines on the same customer base. ## One customer, one story What each department does adds to the same record. ### Step 1 · You add the customer With just the name, so nobody skips it. The rest fills in as things happen. ### Step 2 · Every conversation lands on the record Email, WhatsApp, calls and meetings, linked to the customer with nothing copied by hand. ### Step 3 · Sales sells Deals, quotes and orders with the customer’s history in front of them. ### Step 4 · Operations delivers Orders, projects or services that carry on in the same platform. ### Step 5 · Service resolves with context Whoever answers knows what was sold, which contract applies and what happened before. ### Step 6 · You renew with the data in hand The renewal is a deal with a date, and you arrive knowing how much the customer uses and what they cost. Each customer’s health, so you call before you lose them. What each product and business line brings in, with its margin. Conversations from every channel, on each customer’s record. ## marIA with your customers attendo’s AI knows each customer’s history. It proposes; a person decides. ### Watches customer health Alerts the account owner when something gets worse. ### Answers questions about your data Questions about your customers in plain language, read-only, and showing where the answer comes from. ### Writes the draft With the customer’s history in front of it. A person sends it. ### Summarizes calls and voice notes What was said is written down on the record. **What it does not do:** write to your customers on its own or change data without a person approving it. ## From contacts and spreadsheets to a company-wide CRM What changes when the customer is no longer split across departments. | | Contacts, spreadsheets and email | attendo CRM | | --- | --- | --- | | Customer data | On phones and in loose sheets | One record shared by the whole company | | Conversations | In each person’s inbox | Email, WhatsApp and calls on the record | | Contracts | In a folder | With term, SLA and renewal alert | | Support cases | In another program | On the same record as the sale | | Profitability | Nobody works it out | Invoiced through your ERP versus real cost, per customer | | Your way of working | People adapt to the sheet | Fields, stages and workflows fitted to you | ## Connected to what you already use Your email and calendar, WhatsApp, Teams and Slack, your phone system and your ERP, and REST API and an MCP server for the rest. - Microsoft 365 - Google Workspace - WhatsApp - Microsoft Teams - Slack - Odoo - Business Central - REST API and MCP ## For any company, in any industry These are the most common industries. attendo can be set up for any other: your customer types, your fields and your vocabulary. - Manufacturing and distribution - Consulting and professional services - Technology and software - IT services and support - Construction and engineering - Energy and renewables - Education and training - Transportation and logistics - Retail and franchises - Testing, inspection and laboratories - Compliance and regulatory - And any other industry ## Other ways to use attendo ### [Sales CRM](https://attendo.me/en/l/sales-crm) If what you need is a CRM for your sales team: leads, pipeline, forecasting and quotes. ### [Customer service software](https://attendo.me/en/l/customer-service-software) If what you want is to serve customers on WhatsApp, phone, chat and email from a single inbox. ### [Everything attendo CRM does](https://attendo.me/en/crm) Modules, screenshots and full detail on the attendo website. ## Frequently asked questions ### What is a CRM? A CRM is the software that brings together your relationship with your customers: contacts, conversations, deals, contracts and what happens after the sale. It stands for customer relationship management. ### How is a sales CRM different from a general one? A sales CRM focuses on the sales team. A general one manages the whole customer relationship, including service, contracts and after-sales. attendo does both on the same record. ### Does it work for my industry? Yes. attendo CRM can be set up for any industry, size and country: your customer types, your fields, your stages and your vocabulary. The industries on the website are the most common ones, not the only ones. ### Does it connect to my email? Yes. With Microsoft 365 and Google: the customer’s emails land on their record, and the calendar syncs with Outlook. ### Does it replace my invoicing? No. attendo is not an ERP or accounting software: the invoice is issued by your connected ERP, which receives quotes, orders and delivery notes with no retyping. There are native connectors for Odoo, SAP Business One, Business Central and Holded. ### Can I bring my customers? Yes. Customers, contacts and contracts from Excel or CSV. ### Where is my data? In the European Union, in a separate database for each attendo customer. It is a SaaS service: there is nothing to install. As a project, it can also be installed on-premise, on your own infrastructure. ### How much does it cost? It depends on the modules and the people who use it. We do not publish prices on the website: [How much attendo costs](https://attendo.me/en/pricing) explains what the price depends on, and we send you a firm proposal after looking at your case. ## Try it with your customers Leave us your details and we will show you attendo with your customer types, your conversations and your contracts. If it is not a fit, we will tell you. - With your operation, not a generic demo - A real person from our team replies - No cold calls afterwards Would you rather talk first? - Phone [+34 910 053 530](tel:+34910053530) - Email [sales@attendo.me](mailto:sales@attendo.me) - Monday to Thursday 9:30 AM to 6:30 PM and Friday 9:30 AM to 2:30 PM (Spain time)