Software Features - Contact Management Customer Relationship Management (CRM)

Customer Activity Screen [Eight (8) Tabs]

FEATURES OF CRM:

• Allows up to the minute access to a customer's accounts receivable information.
• Assign tasks to other users!
• Break down your contacts and customers into groups for easy tracking.
• Captures potential sales versus actual sales by customer and item class!
• Cash collection notes appear in CRM!
• Convert a marketing prospect to a new customer in Sales Order!
• Automatically convert prospect quotes to orders when converting prospect to a customer!
• Export into CRM from other programs like Word or Excel!
• Import into other software programs like Word or Excel!
• Notes are Date, Time and User Stamped!
• Phone book available to maintain contacts,which will integrate in to a Fax system or Email system!
• Prospect & Client (customer) information tracking (Prospects are a separate list)!
• Reminder system supported!
• Schedule and view pending actions (calls, meetings, etc.)
• Track marketing activities by salesperson

Prospect Activity Screen [Six (6) Tabs]

• Unlimited note capabilities!
• Update corresponding customer info in the A/R customer file simultaneously!

Customer Activity Screen ["Notes" Tab]

Customer Activity Screen ["Actions" Tab]

Customer Activity Screen ["Pending" Tab]

MAILINGS:

• Codes are available to manage stages or timed-released mailings!
• Mailings can be selected and sorted by Name, address, or Location!

PRINTING & REPORTS:

• Labels and envelopes!
• Pending Actions Report!
• Quotes available from within marketing software for non-customers!
• Worksheets for sales calls!