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Our CRM and Contacts Management Software makes it easy to manage Contacts and create Appointments, Customer Notes, Customer Letters, Quotes, Estimates, Invoices, Tasks, Statements and Job Sheets.
Reminders eg Callback Reminders can be created to keep you organized including a Today view showing what is planned for today for each person.
Appointments, Jobs and Tasks can be assigned to one or more people.
The Appointments View shows Appointments for a given month and can show Appointments for a specific person or for everyone.
Mail Merge and Email Marketing are supported as well as VoIP and sending SMS Messages.
Amphis Customer can integrate with Outlook for easy handling of customer Email, Tasks and Appointments.
Quotes and Invoices can be free-text paragraphs with a price for each or they can be created by selecting items from a Parts database of items that you sell.
Invoices are automatically tracked and a Payment Reminder can be sent at the click of a button.
Quotes, Invoices and customer letters etc can be emailed as PDF files.
Supplier details can be stored along with Supplier Invoices, Credit Notes and Payments.
Purchase Orders can be created to order items that you sell.
Custom fields allow you to store data specific to your business.
Custom reports enable you to provide the information your business needs in addition to many built-in reports.
Customers and transactions can be exported in Sage format to keep your accountant happy.
Amphis Customer runs on Windows XP, Windows Vista, Windows 7 and Windows 8.
It uses Microsoft Word to create documents such as Customer Letters, Quotes, Estimates, Invoices and Receipts.
CRM Software quick quide and screenshots…