CRM

At the heart of the Customer Relations Manager module is one of the most feature rich customer forms you will ever use. Check your customers history, notes, contacts, clients, email, user fields, attachments, activity, pricing, multiple ship to addresses, analysis, rewards, credit limits and much more.

Find your customers with ease using a very powerful grid based search form that can filter data from any field and is completely customizable per user.

Key Features

Customer Item Purchase History         Customer Sales Transaction History         Store unlimited Attachments for each customer, prospect or lead         Drag and Drop unlimited emails from Outlook for each customer, prospect or lead         Unlimited Notes/Logs for each customer, prospect or lead         Unlimited Contacts for each customer, prospect or lead         Schedule activities for each customer, prospect or lead         Unlimited user defined fields for each customer, prospect or lead         Convert Leads to Prospects or Customers and retain all data entered         Convert Prospects to Customers and retain all data entered         Entering zip/postal codes automatically fill in the City, State/Province and Country data         Map addresses in Google Maps or Yahoo Maps         Set customer credit limits         Track customer and prospect time zones.         Initiate Quotes, Orders, Invoice directly from the customer or prospect form         Phone numbers automatically populate the country and city code         Unlimited Ship To addresses for customers and prospects         Customer Analysis         Customer Rewards/Points         Customer and Prospect Special Pricing         Customer and Prospect Category Pricing         Customer and Prospect Pricing – Markup S&O Cost         Customer and Prospect Pricing – Discount Sales Price         Customer and Prospect Pricing – Markup Standard Cost         Customer and Prospect Pricing – Percent of Margin         Customer and Prospect Pricing – Multi-Level Pricing         Customer and Prospect Pricing – Retail Pricing         Customer and Prospect Pricing – Last Price         Customer and Prospect Pricing – Inventory Price List         Set Customer and Prospect default warehouse         Email integration with Customers and Prospects         Batch Email sending Customer statements         Leads can be disqualified         Search for customers only or both customers and prospects together         Automatically schedule events for new customers and prospects         Create Opportunities for customers or prospects         Customizable stages for opportunities         Opportunities can be tied directly to Campaigns         Generate quotes directly from an opportunity         Track estimated revenue, actual revenue, budget cost and actual cost for campaigns         Daily, weekly and monthly calendars to view activities         Show scheduled activities on startup         Enable Reminders to display in the Windows notification area