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Amphis Customer CRM
- uses your local currency and date format
- you can specify the Sales Taxes to use
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here to enlarge.
You can view Sales Totals for Sales People.
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here to enlarge.
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Save time
- Find Customer Records
in seconds
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create Quotes, Invoices, Customer Letters in seconds
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attach existing documents eg scanned letters to Customer Records
- Email Documents eg
Quotes as PDF files
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Send Standard Emails or Standard Email Replies including attachments
Get organized
- Customer
History details all in one place
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Create Reminders to call or Email Customers, Create Quotes or Create Invoices etc
- see
at a glance the Tasks you need to perform today
- quick access to Customer Notes
- Mail Merge Standard Letters to Customer Groups
Remain in control
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easily see which Invoices are Due as well as any Overdue Invoices
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Create Payment Reminders at the click of a button
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run Reports eg Overdue Accounts, Monthly Sales Totals etc
Customized to your business
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more than 30 Custom Fields to store information specific to your business
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simple to change document wording, add business logo etc using Microsoft Word
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create your own Custom Reports to suit your business requirements
Outlook Integration
- Import Contacts from Outlook
- Drag and Drop Emails from Outlook
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Create Outlook Reminders linked to Customer Records
Sales People
- record
Salesperson against an Invoice
- view Sales Totals per
Salesperson
Suppliers
- store Supplier Information
- record Supplier Invoices
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