Customer records with VAT number lookup
Type the VAT number: company name, address, certified email (PEC) and SDI code come from the Italian Business Registry, or from VIES for the EU. The record saves itself and becomes the point that quotes, projects, recurring fees and invoices link to.
- 01Type the VAT number
- 02The Business Registry answers
- 03The record fills in and saves
- 04Every customer resource links up
One VAT number goes in. The whole company uses it.
The contact is the root of YVY: quotes, projects, recurring fees, tickets and invoices rest on the same record, with no copies to keep in sync.
- Company name, VAT number and tax code
- Certified email (PEC) and SDI code for e-invoicing
- Tax regime and the customer's price list
- People, tags and segments
One center
Stop jumping from one program to the next.
CRM, quotes, invoicing, cash and reconciliation, project management, email, team chat, helpdesk and the rest. Today each has its own subscription, its own password and its own copy of the same client. In YVY they work together: the quote becomes a project, the project an invoice, the invoice a payment, and nobody types anything twice.
- CRM and contacts
- Quotes
- Catalog
- E-invoicing
- Cash and bank
- Reconciliation
- Accounting
- Project management
- Hours and margins
- Team chat
- Helpdesk
- Calendar
- Reports
Further reading
CRM
CRM (Customer Relationship Management) is the system that follows your relationships with clients and prospects: records, contacts, opportunities, quotes, sales activities.
Glossary
Recipient code (codice destinatario)
The recipient code (codice destinatario) is the code that tells the SDI, Italy's e-invoicing exchange system, which channel to deliver an electronic invoice to.
Glossary
Business data migration: we import your history
We import and harmonize contacts, documents, accounts and files into YVY from almost any business system. A sample run first, then reconciliation to the cent.
Services
Agency management software: a 20-point checklist
What business software for a communication agency must do: 20 points from quote to payment, the questions to ask in a demo, and when you don't need it.
Guide