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Designed for the small business this level entry CRM software offers contact management, a fully integrated calendar, opportunities, quotations, invoicing with receivables and a project/helpdesk module. Manage your contacts with ms word integration for sending letters, appointments and emailing.
Keep track of your customers and what
they owe
Track potential sales by recording your opportunities
Quotations
Invoice and Credit Notes
Full integrated diary that links events to contacts, projects and opportunities
A project module that not only tracks projects but can be used to track issues
Send and record letters you send to your customers
Record payments and track debt with the age debtors screen
Email your Quotations and Invoices in PDF format at the click of a button
Built in Backup and Restore procedures
Send your data to Excel and synchronize your contacts, email and calendar with
Outlook
Regularly checks the internet to ensure you are running the latest version
A project module that can also be used as a helpdesk for tracking jobs and
issues
A fully integrated calendar system that will link events to contacts,
opportunities and projects
You can enter details of possible future business in the opportunity screen then
convert them to quotation and onto Invoice.
Email your quotations and invoices to your customers in PDF format
Enter payments and track how much your customers owe with the Age debtors
screen.
Synchronize your data with Outlook
Send your data to Excel
| ** NEW ** New layout with easier navigation |
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| ** NEW ** Mail Merge module with links to MS Word |
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| ** NEW ** User Defined filters |
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| ** NEW ** Report module with a number of reports and labels |
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| Keep track of your customers and what they owe |
|
| Track potential sales by recording your opportunities |
|
| Quotations |
|
| Invoice and Credit Notes |
|
| Purchase Orders |
|
| Full integrated diary that links events to contacts, projects and opportunities |
|
| A project module that not only tracks projects but can be used to track issues |
|
| Time and Billing |
|
| Send and record letters you send to your customers |
|
| Record payments and track debt with the age debtors screen |
|
| Email your Quotations and Invoices in PDF format at the click of a button |
|
| Built in Backup and Restore procedures |
|
| Send your data to Excel and synchronize your contacts, email and calendar with Outlook |
|
| Regularly checks the internet to ensure you are running the latest version |
|
Contact Management Software Screen Shots: Tip of the Day | Contacts | Opportunities | Invoice | Recurring Invoicing | Diary - Day View | Diary - Week View | Diary - Month View | Tasks | Products | Project - Chart View | Projects | Projects - Time and Billing | Purchase Order | Filters | User Defined Filters | Reports | Mail Merge | Ms Word showing My-CRM fields | Statistics | User Preferences
$150.00
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