CRM-Express is a comprehensive software that helps manage marketing, customers, sales, and orders. With features such as SMS capabilities, email client, calendar, address book, and more, it simplifies daily tasks for users. It also includes a meeting planner, company library, form designer and journal.
CRM-Express Ultimate is an impressive software with a wide array of features for handling various aspects of the customer relationship management process. The software boasts a flexible, multiview calendar, a built-in e-mail client, a list of news feeds, and a to-do list. These features make it easier for users to manage their day-to-day activities and ensure that no task is left unattended.
The contact list is an essential feature of CRM-Express Ultimate, allowing users to group contacts into companies for easier management. Additionally, the program has a full-featured inventory and invoicing client that enables users to add products, create quotes, orders, and statements. They can also track payments, making it easier to monitor their business's financial health.
The software's journal feature is helpful for keeping track of phone calls and other events of the day. The Home screen links to the most frequently used features, while the At a Glance screen provides an overview of contacts, sales, invoices, payments, and more. With its lengthy and well-organized built-in Help file and plenty of screenshots, users can easily navigate the software.
One of the new additions to the software is the ability to manage online sales, with built-in parsers for Amazon, EBay, Share-it!, Regnow payment processors, among others. If your payment processor is not on the list, the built-in editor allows you to add it. Sales are directly parsed from emails, and customers, invoices, and products are automatically created. The software's web-to-lead option enables users to parse new leads into the database automatically. Additionally, an auto-reply option allows for auto-replies, while the list management option lets users manage email lists and send mail in bulk.
Finally, the software has a built-in bar code printing module, a label printing module, and a word processor with an option to mail merge. These features give users more freedom to customize their workflow and documents. All in all, CRM-Express Ultimate is a powerful software that simplifies customer relationship management, making it an excellent choice for businesses of all sizes.
The contact list is an essential feature of CRM-Express Ultimate, allowing users to group contacts into companies for easier management. Additionally, the program has a full-featured inventory and invoicing client that enables users to add products, create quotes, orders, and statements. They can also track payments, making it easier to monitor their business's financial health.
The software's journal feature is helpful for keeping track of phone calls and other events of the day. The Home screen links to the most frequently used features, while the At a Glance screen provides an overview of contacts, sales, invoices, payments, and more. With its lengthy and well-organized built-in Help file and plenty of screenshots, users can easily navigate the software.
One of the new additions to the software is the ability to manage online sales, with built-in parsers for Amazon, EBay, Share-it!, Regnow payment processors, among others. If your payment processor is not on the list, the built-in editor allows you to add it. Sales are directly parsed from emails, and customers, invoices, and products are automatically created. The software's web-to-lead option enables users to parse new leads into the database automatically. Additionally, an auto-reply option allows for auto-replies, while the list management option lets users manage email lists and send mail in bulk.
Finally, the software has a built-in bar code printing module, a label printing module, and a word processor with an option to mail merge. These features give users more freedom to customize their workflow and documents. All in all, CRM-Express Ultimate is a powerful software that simplifies customer relationship management, making it an excellent choice for businesses of all sizes.
What's New
Version 2014.11.1: Maintenance Release - Email enhancements and other