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Designed 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 can also be used as a helpdesk for tracking jobs and issues
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.
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 |
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