Digital customer and quote management
Inquiries, quotes and installations in one tool – less coordination, more clarity. Including calendar, emails, tasks and files. Optimized for your processes.
Calendar
Schedule appointments, installations and team capacities. Sync with Microsoft and Google Workspace.
Emails
Keep track of every customer's email history. Directly in the project, not scattered across inboxes.
Tasks & Checklists
Create individual checklists and tasks with templates. Track progress on every project.
Custom Processes
Create boards with custom statuses and tags. Map your processes from lead to installation.
Teams & User Roles
Map team and sales structures. Assign individual user permissions and external access.
Files & Notes
Manage all files, images and notes centrally per project. Create reports and documentation with just a few clicks.
Calendar & Emails
Easily view and manage appointments and emails. Plan which employee is with which customer when, or when installations should be carried out.
Create your own calendars for your teams
Keep track of each customer's email history
Notes, Tasks, Checklists and File Requests
Manage all files and images for your planning on one platform. Create project reports and documentation with just a few clicks.
Notes and images
Tasks with templates and checklists
File requests for uncomplicated coordination with your customers
Individual Processes
Smooth processes. From lead to installation. Keep track of all your leads, quotes and installations. All information about your customers and planned quotes in one place.
Multiple boards for different processes
Also on the go with phone or tablet
Teams and User Management
Do you have multiple teams, external partners or different clients? No problem, because with our user roles, your users only have access to the projects they should see.
Task and installation planning
External user roles for restricted access
Assign individual user permissions
Book a demo. Get to know all products and features.
In a personal product presentation, we'll show you all products and features. Free of charge, no obligation and tailored to your business and needs.
Book a demo
Yes, Reonic supports integrations with Microsoft 365 and Google Workspace. Your complete email history is displayed automatically per customer.
Yes, you can assign external user roles with restricted access. Partners only see the projects they should see.
Yes, Reonic is fully responsive and can be used on the go with your phone or tablet.
You can create multiple boards with custom statuses, tags and checklists. Map your own workflows from lead to installation.
