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  • Key Features
  • Sales Order Entry
  • CRM
  • Accounts Receivable
  • Purchase Order
  • Accounts Payable
  • Management Dashboard
  • General Ledger
  • Report Generator
  • Budgeting
  • Fixed Assets
  • Banking
  • Point of Sale
  • Inventory Management
  • Manufacturing
  • Job Costing
  • System Manager
  • Role Based Security
  • Data Import/Export
  • Reporting
  • Payroll
  • System Requirements
  • Integrated Shipping System
  • Credit Card Payment Processing
  • Video Tutorials
  • Video Tour
  • CVO Editions
  • In-House Training

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