Getting started
To make it easier for you to get an overview over the many functionalities of advatra we have created a getting started guide for you.
Create your account
Welcome to advatra! To set up your account, you need your invitation email, that you received ea...
Where to start?
Welcome to advatra! In advatra you have an CRM part and an Administration part. In the CRM you wi...
CRM
Companies Companies are all types of companies (often B2B customers), except suppliers. Before...
Administration
General Employees To simplify access and setup of the first steps, we recommend giving every ...
Dashboards
advatra gives you the ability to personalize your start page, the company overview and also the l...
Sales process
advatra has an implemented sales process from the enquiry to the travel program. You can adapt th...