My-CRM

This CRM software is a level entry platform designed with small businesses in mind. It offers a range of features to manage customer relationships, including contact management, a fully integrated calendar, opportunities, quotations, invoicing with receivables, and a project/helpdesk module.

One standout feature of this software is the ability to manage contacts with MS Word integration for sending letters, appointments, and emails. The project module allows for tracking time, materials, and expenses that can be easily added to an invoice. The fully integrated calendar system is another great function, linking events to contacts, opportunities, and projects.

When it comes to managing future business, the opportunity screen allows for the entry of details that can be converted into a quotation and then onto an invoice. Additionally, users can email quotations and invoices to customers in PDF format. The Age debtors screen enables payment tracking to ensure timely and efficient customer financial management.

Data synchronization with Outlook and the ability to send data to Excel help streamline business operations. The software also supports working with most currencies. Finally, users can send HTML formatted emails to individuals or groups via Outlook or SMTP. Overall, this CRM software is a great starter option for small businesses looking for an all-in-one solution to manage their customer relationships.