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Publisher's Description:
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.
Buy the full registered version
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