Contact Management Software / CRM Software Benefits
- uses your local currency and date format
- you can specify the Sales Taxes to use
Save Time
- Find Customer Records in seconds
- create Quotes, Invoices, Customer Letters in seconds
- attach existing documents eg scanned letters to Customer Records
- Email Documents eg Quotes as PDF files
- Send Standard Emails or Standard Email Replies including attachments
Get Organized
- Customer History details all in one place
- Create Reminders to call or Email Customers, Create Quotes or Create Invoices etc
- see at a glance the Tasks you need to perform today and the Appointments
- quick access to Customer Notes
- Mail Merge Standard Letters to Customer Groups
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You can view Sales Totals for Sales People.
Increase Sales
- keep track of key sales leads
- instant access to most important customers
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Remain In Control
- easily see which Invoices are Due as well as any Overdue Invoices
- Create Payment Reminders at the click of a button
- run Reports eg Overdue Accounts, Monthly Sales Totals etc
Customized To Your Business
- more than 30 Custom Fields to store information specific to your business
- simple to change document wording, add business logo etc using Microsoft Word
- create your own Custom Reports to suit your business requirements
CRM Outlook Integration
- Import Contacts from Outlook
- Drag and Drop Emails from Outlook
- Create Outlook Reminders linked to Customer Records
Monitor Sales People
- record Salesperson against an Invoice
- view Sales Totals per Salesperson
Suppliers
- store Supplier Information
- record Supplier Invoices
CRM Invoicing Software Features...
- your local currency and date formats are automatically used
- you can attach files to Customer History entries eg scanned Letters from the Customer
- you can specify the relevant Sales Taxes to use
- the wording and formats / fonts etc used in documents created, are all customizable using standard Microsoft Word facilities
- you can generate free-form or itemised Quotes and Invoices
- Customer Details can be Imported from a Spreadsheet
- Contacts can be Imported from Microsoft Outlook
- itemised Quotes and Invoices can be generated from an Items/Parts Database
- Items/Parts can be Imported from a Spreadsheet
- you can store data specific to your business
- you can create Reports specific to your business
Advanced CRM Invoicing Software Features...
- supports Sharing of Customer Data between multiple PCs on a Network
- supports SQL Server
