CRM

Automations

The notifications and reminders Reonic sends automatically as work moves through your CRM.

Work with calendars in Reonic: visibility, planning board, and project views

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.

Manage tasks in Reonic — create, assign, complete, automate

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.