This software manages customer relationships for sales and service-oriented businesses with easy-to-use features. Ideal for businesses looking to grow their customer base.
If you're in need of a reliable and comprehensive CRM system, look no further than this software. With its ability to record every significant detail about each of your customers, you'll be able to stay on top of their needs and preferences with ease.
One of the software's standout features is its ability to build job quotations and send them by fax, email, or post. This can save you time and streamline your workflow, making it easier to get things done quickly and efficiently.
You'll also appreciate the software's "who's who" feature, which allows you to keep track of where your contacts are and what they do. This can be especially helpful if you're dealing with a large number of clients and need to stay organized.
For sales and service order entry and tracking, this system has you covered. You can easily track orders through to fulfillment, and also keep track of account balances and transaction details.
Another standout feature is the ability to log meetings, phone calls, faxes, emails, and other correspondence. This can be invaluable when it comes to staying on top of important conversations and keeping track of customer service requests.
You'll also appreciate the software's ability to schedule follow-ups, visits, meetings, and courtesy calls. And with its diarizing system, you can easily keep track of activities, tasks, and appointments on a daily, weekly, or monthly basis.
For sales opportunities, the software allows you to track any number of concurrent opportunities against each customer. You can also access inventory information for each customer and service logs for each inventory item.
Other helpful features include the ability to issue and track return materials authorizations, maintain a library of form letters for marketing, sales, support, and service, and collect feedback for action and follow-up.
The software also offers user-definable reporting selection parameters, output options (such as screen, printer, disk, or email), and product problem management tools (from report to successful resolution).
Overall, this CRM system is a reliable and robust choice for any business looking to streamline their customer management and operations.
One of the software's standout features is its ability to build job quotations and send them by fax, email, or post. This can save you time and streamline your workflow, making it easier to get things done quickly and efficiently.
You'll also appreciate the software's "who's who" feature, which allows you to keep track of where your contacts are and what they do. This can be especially helpful if you're dealing with a large number of clients and need to stay organized.
For sales and service order entry and tracking, this system has you covered. You can easily track orders through to fulfillment, and also keep track of account balances and transaction details.
Another standout feature is the ability to log meetings, phone calls, faxes, emails, and other correspondence. This can be invaluable when it comes to staying on top of important conversations and keeping track of customer service requests.
You'll also appreciate the software's ability to schedule follow-ups, visits, meetings, and courtesy calls. And with its diarizing system, you can easily keep track of activities, tasks, and appointments on a daily, weekly, or monthly basis.
For sales opportunities, the software allows you to track any number of concurrent opportunities against each customer. You can also access inventory information for each customer and service logs for each inventory item.
Other helpful features include the ability to issue and track return materials authorizations, maintain a library of form letters for marketing, sales, support, and service, and collect feedback for action and follow-up.
The software also offers user-definable reporting selection parameters, output options (such as screen, printer, disk, or email), and product problem management tools (from report to successful resolution).
Overall, this CRM system is a reliable and robust choice for any business looking to streamline their customer management and operations.
What's New
Version 1.3.17: N/A