CRM
Dashboard
2 articles
Automations
The notifications and reminders Reonic sends automatically as work moves through your CRM.
Work with calendars in Reonic
Understand whose calendars you can see as a manager, see all installation appointments in one dispatcher-style view, restore a hidden project calendar, and resolve events that appear twice.
Manage contacts in the Reonic CRM
Add and find contacts, link them to projects, capture business vs. private customers and multiple addresses, audit marketing consent, handle duplicates, and clean up the address book when a customer leaves.
Emails in the CRM
Read recent emails with a customer on the project record, send Reonic-rendered PDFs by email, and reply through your own Outlook or Gmail.
Folder structures and file storage
Store every project document in one place, organise it with folders, and control exactly who sees each file.
Site photos: capture, organise, and mark up
Capture the site photos a residential project needs, mark up cable runs and details on the spot, and let homeowners upload the photos you ask for.
Project status digestAI feature
Get a few sentences on where a project actually stands, and one suggested next step, without reading back through the tasks, notes and activity history yourself.
Tags
Create colour-coded tags, apply them to your projects, and filter your pipeline by them.
Manage tasks in Reonic
Create personal or project-bound tasks, assign them to people or teams, run them through checklists and a commercial task kanban, use templates for repeat work, and plan your day with the digest email.
Teams
Group users into teams so you can assign a whole group to a project in one step, and let visibility follow your org structure.
Time tracking in the Portal and the app
Capture working time via timer or manually, link entries to projects, and export them as Excel.
WhatsApp assistantAI feature
Reach your Reonic data from WhatsApp: look up a customer, create a task, take a note, or send photos to a project without opening the Portal or the app.
Use the Wiki as your internal knowledge base
Locate the Wiki in Reonic, switch it on for your company, and learn who in your team can access it.