Contact Management Software for the Small Business |
|
|
|
|||
Home Page CRM Software FAQ CRM Software Quick Guide Example Quotes and Invoices Download FREE CRM Software 30 Day Trial
Once a contact is entered into Amphis Customer, you can easily attach documents to the custome record eg scanned in customer letters. You can create notes and reminders for the customer, and you can create quotes, invoices and payment reminders. You can attach emails received from the contact and you can send new emails including using templates to send standard emails. The entire customer history is stored in one place.
You can search by any combination of company name, last name, first name, address, email address, postal/zip code, telephone number to easily find contact details you are searching for.
Also any reminders you have created are displayed on a Today view when they are due to be acted upon. For example if you need to invoice a customer or you are expecting them to call you, their details are automatically displayed on the Today view.
You can simply drag and drop an email from Outlook into Amphis Customer and the corresponding customer record is displayed with the new email attached to the customer history. You can create tasks and appointment in Amphis Customer and automatically create Outlook reminders which include the customer contact details.
You can define custom data fields to store contact details specific to your business and you can create custom reports to generate the information your business needs.
For more information about Amphis Customer Small Business CRM Software... CRM Software
Home Page CRM Software FAQ CRM Software Quick Guide Example Quotes and Invoices Download FREE CRM Software 30 Day Trial
