Amphis - Customer is a user-friendly customer database software that helps in invoicing, generating quotes, managing payment reminders, storing sales history, supplier payments and correspondence. It monitors sales per sales person, and simplifies the process of keeping track of who owes you money.
With its email template functionality, Amphis - Customer allows you to send out standard emails and replies, including attachments, within just a few clicks. Additionally, this software offers reminders to help you get organized with essential tasks such as customers you need to call or email, creating invoices or quotes, tracking overdue payments, and keeping track of expected calls.
Amphis - Customer also lets you record salesperson details against an invoice and creates a new customer record if a customer already doesn't exist. Moreover, this solution provides you with over thirty customizable fields to store business-specific information. You can also customize the wording, fonts, and formats of all the documents created in the software according to your preferences.
With Amphis - Customer, you can easily create letters to customers, marketing documents, and design your templates. The software also allows you to send mail merges to groups of customers and produces free-form or itemized invoices and quotes. The itemized invoices and quotes are generated from an items/parts database that you can import from a spreadsheet.
This software further supports importing customer details from Outlook or a spreadsheet, with Excel .xls and Comma Separated .csv files support. The software allows you to map the spreadsheet columns to relevant database fields. Invoicing also supports Deposit Paid and adjusts the balance accordingly. Additionally, Amphis - Customer lets you print customer address labels and generate reports like top spenders and monthly sales totals.
Amphis - Customer uses your local currency and date formats, allowing you to specify relevant sales taxes to use. This software also presents comprehensive "how-to" training videos showing how to use it effectively. Furthermore, Amphis - Customer supports network access and SQL server. Lastly, the software offers a free 30-day evaluation version for you to test its features before purchasing.
Version 3.0: N/A
Version 2.4: export to Sage, improved Search, more Reports
Version 2.0:
Reminders eg customers we need to phone or email, quotes and invoices we need to create, invoices that are due or overdue, customers we are expecting to call us.
Simply drag and drop an email from Outlook onto the main form to add an email to the customer history. Automatically displays the corresponding customer record. Creates a new customer record if the customer doesn't already exist.
Email templates allow standard emails or standard email replies to be sent including attachments.
Easy access to customer notes.
More than 30 customizable fields.
Easier to create new document templates and edit existing ones.
Invoices now support Deposit Paid amount.
"How to" training videos.
Version 1.0.25: Improvements to printing customer records
Version 1.0: Price