In the Basic CRM module, we can find the basic and interaction data of the customers, documents related to the customer, and this module provides a framework for the efficient use of the system.

• Customer data management:  Complete customer data management: adding new or converting potential customers, modifying existing ones, searching, recording and modifying additional data, etc.
• Contact management:  Management and logging of all customer-related interactions and data changes. All changes can be tracked, helping to maintain contact with customers: outbound, inbound calls, data changes, sales, cancellations, customer-related tasks, etc.
• Management of customer-related documents:  Scanned document images and electronic documents (e.g. e-mail, Word, Excel attached to the customer).
• If necessary, any document belonging to the customer (e.g. contract) can be temporarily made available, e.g. for a stock maintenance task.
• Task management:  Complete authority-dependent task management. It is possible to create, assign, delegate, modify, etc. tasks. The workload and performance indicators measured based on the assigned tasks and their completion can help managers in efficient work organization.
• Calendar:  Calendar view of events and tasks related to the user or client. The contents of the calendar can be synchronized with the Microsoft Exchange calendar.

Managers can see their colleagues' calendars, so they can monitor the development of the planned number of weekly/monthly meetings in real time.

Business Navigator supports the management of mentored meetings, as well as manages other time points and holidays, so the Call Center can record meetings e.g. in the calendar of the regionally competent salesperson, so that he/she can make sure that he/she does not collide with others.