Contact Management

Every lead, every quote, every configuration – automatically linked to the right contact. Combeenation’s CPQ solution automatically identifies contacts, assigns them, and synchronizes everything fully automatically with your existing CRM systems.

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CONTACT MANAGEMENT

Challenge

  • Lost history – configurations and conversations are scattered
  • Manual CRM maintenance – the sales team is entering data instead of selling
  • Unclear responsibilities – no one knows who is handling the contact
  • Lack of company context – inquiries from multiple employees are not consolidated
Centralized contact management software for managing customer contacts, communications, tasks, and sales metrics.
SAFETY

Automatically recognize & assign contacts

As soon as a request is received, the system automatically checks whether the contact already exists.

If the contact is recognized, the new configuration, the quote, and all other information are automatically assigned to the existing profile – without any manual effort.

If the contact is new, a complete profile is automatically created based on the email address –including all available information from the request.

CRM and contact management view in Combeenation, featuring a company overview, leads, quotes, and activities at a glance.
100 %
automatic contact mapping
0
duplicate records
360°
view of every contact
COMPACT

Everything at a glance

For each contact, you can immediately see: all configurations, all open and closed quotes, terms and conditions, the complete activity history, as well as comments and notes from your team. Chronological, comprehensive, and complete.

No searching, no switching between systems. The sales team has the full context from the very first moment – and can focus on what matters most: selling.

Laptop showing a 3D configurator for a Pixera media server.
Company Structure

All of a company's contacts managed centrally

Often, multiple people from the same company reach out – for example, from purchasing or engineering. Combeenation automatically groups all contacts under a single company. This way, you can immediately see who is in touch with you.

An unlimited number of contacts per company, primary contacts for quick access, and the entire company context – from inquiries and configurations to quotes – all in one central location.

CRM and contact management view in Combeenation, featuring a company overview, leads, quotes, and activities at a glance.
Tags & Assignments

Organize your contacts smartly

Keep track of your contacts at all times: Assign custom tags, delegate responsibilities within the team, and filter lists based on specific criteria.

Laptop showing a 3D configurator for a lighting system.

Automatically syncs with your CRM and ERP.

All contact, company, configuration, and quote data is synchronized with your existing systems in real time. No duplicate data entry, no data gaps, and no outdated information.

Our solution integrates seamlessly into any existing IT environment – regardless of the CRM or ERP system in use.

ALL INTERFACES

The 3 components of a CPQ solution

CONFIGURATOR

Capture product logic, display feasible variants, and visualize them in 3D.

CONFIGURATOR DETAILS
PRICING MANAGEMENT

Discover complex price and discount structures with real-time pricing.

ABOUT PRICE MANAGEMENT
QUOTE MANAGEMENT

Error-free quotes in minutes instead of days – for greater sales efficiency.

ABOUT QUOTE MANAGEMENT

For organized contact management

All contacts and related information in one central location. A single source of truth for your sales team – automatically linked, centrally managed, and available at a glance at any time.

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