CRM Software

CRM Software

Access details on orders, shipping, job status and communications for customers, prospects, and vendors.

FEATURES AND FUNCTIONALITY

Customers
Prospects
Suspects
Vendors
Events
Opportunities
Orders
Shipments
Sales quotes
Sales history
Sales goals
Jobs and job status
User Dashboard
Sales pipeline charts
View aging & invoices
View open RMA & create new RMA
Custom reporting
Order history
Work in progress
Payment status
Forecast sale
Sale dollars
Type of sale
Ship date
Payment history
Print statements
View cash receipts & adjustment history
View warranty
Credit limits
Days outstanding
Customer preferences
Contact information
Campaigns
Website information
Map of the billing address
To-do lists
Email marketing
Reprint invoices
View cash trends
Create tasks & view in calendar
Create service requests
View KPI charts
Integrates with many other CRM software
Access from any device & IOS
Android and Windows compatible
How To Be Better Diagram

Know all your customer details

Know all your customer details

Access invoicing, job status, shipping, and quote data in real time for all of your customers.

Know all your customer details callout
How To Be Better Diagram

Stay on top of prospects

Stay on top of prospects

Manage your sales funnel in an easy to use module including contacts, quotes, events, and communications.

Stay on top of prospects callout
How To Be Better Diagram

Take your CRM anywhere

Take your CRM anywhere

Access customer and prospect details anytime, anywhere, from any device with Mobile CRM.

Take your CRM anywhere callout

Want to see how CRM works?