Designed for the small business this level entry CRM software offers contact management, a fully integrated calenda, opportunities, quotations, invoicing with receivables and a project/helpdesk module with time and billing. Works with most currencies
Version: 2.51.54Designed for the small business this level entry CRM software offers contact management, a fully integrated calendar, opportunities, quotations, invoicing with receivables and a project/helpdesk module. Manage your contacts with ms word integration for sending letters, appointments and emailing A project module that includes tracking of time, materials and expenses that can be added to an invoice A fully integrated calendar system that will link events to contacts, opportunities and projects You can enter details of possible future business in the opportunity screen then convert them to quotation and onto Invoice.
License: Commercial $150.00
Operating System: Windows
Email your quotations and invoices to your customers in PDF format Enter payments and track how much your customers owe with the Age debtors screen. Synchronise your data with Outlook Send your data to Excel Send HTML formatted emails to individuals or groups via Outlook or SMTP Works with most currencies
Version 2.51.54: Small fixes and updates including fix to the order of printing Invoice Items and problems with invoice email templates.
Version 2.51.52: Drag and Drop Outlook Emails, Fixed Column alignment in invoice screen and contact list now shows city and sales rep.
Version 2.51.30: Store SKYPE contact details and call from within contact screen, improvements to opportunity list plus other small fixes and . updates.
Version 2.51.21: Improved Time and Billing, HTML emailing to individuals or groups, New invoice reports, Help file and Manual.
Version 2.10.8: Improved localisation including suuport for GST and ABN, A number of other small fixes and updates.
Version 2.10: Import Wizard, Prospects plus other small updates and fixes
Version 2.00: Mail Merge, Reports, Filters and a new interface
Version 1.10: Purchase Orders, Improved Time and Billing tracking