Partners with contacts
Any number of contacts per partner with role, phone, email and notes.
Core platform
CRM & partners
Partners, contacts and communication in one place — instead of private Outlook contacts and sticky notes that leave with the person leaving the fleet department.
Contacts per partner Unlimited
Views Partners · Suppliers · Insurers
Communication Partner and contact level
Export Yes
Who was our contact at that workshop again?
Workshops, tyre services, lessors, insurers and authorities are master data, not one person's knowledge. The CRM keeps partners with any number of contacts and their communication channels, and links them to the cases they appear in.
What it does
What the module actually does
Dedicated views
Separate views for suppliers and insurers so the list does not become a search exercise.
Communication trail
Document communication per partner and per contact — traceable even after staff changes.
Linked to cases
Insurers appear in damage management and insurance administration, workshops in maintenance.
Partner dashboard
An overview of partner base and structure rather than a plain address list.
Export
Export partner master data, for example for tenders or circulars.
Frequently asked questions
No. It is partner management for a fleet: workshops, suppliers, insurers, assessors, authorities. It is about procurement and settlement relationships, not sales opportunities.
Insurance companies are shared master data. What you create in the CRM is available in damage management and insurance administration — you maintain it once.
Two permissions control this: one for viewing and one for managing. Clerks can use partner data without accidentally changing it.
Works together with
Insurance management
Policies, premiums, certificates, risk profiles and loss ratio per vehicle and driver.
Maintenance planning
Maintenance templates, plans by time or mileage, service history and reminders.
Damage management
Damage cases from report to settlement — with liability classification, deadlines and costs.
See this module with your own data
30 minutes, no sales pressure: we show the module in the context of your fleet — self-hosted in your data centre, GDPR-compliant, made in Germany.