core
core is your company’s central hub and the shared data core of the agent-enabled operating system webRichtung. Customers, quotes, invoices, tasks, and deadlines reside here together. This way, a customer, their ongoing deal, the latest invoice, and the related open task belong to one record—and stay in the right context.
Because your company data is stored here in a structured way, webRichtung can prepare and complete work in the appropriate business context.
The sections
Section titled “The sections”| Section | What for |
|---|---|
| Overview | Dashboard, metrics, and quick actions |
| CRM | Customers, contacts, deals, and activities |
| Suppliers | Suppliers as separate records |
| Invoicing | Quotes, orders, invoices, payments, and reminders |
| Workflow | Tasks, notes, memos, deadlines, links, dictation, and inbox |
| Administration | Organization, employees, integrations, and billing |
For your company’s specific topics, you can create additional data sections, such as real estate.
Getting started
Section titled “Getting started”- Create your most important customers and contacts in CRM.
- Set up the services you regularly invoice once in Invoicing.
- Collect open items in Workflow so tasks, deadlines, and notes stay together.
- Check in Administration that employees and integrations are set up correctly.