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
Sales history
Sales goals
Jobs and job status
Sales pipeline charts
View open RMA & create new RMA
Custom reporting
Order history
Work in progress
Payment status
Forecast sale
Sale dollars
Type of sale
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
Shipments
Access from any device & IOS
Android and Windows compatible
How To Be Better Diagram

Connect all your data

Connect all your data

Access invoicing, job status, shipping, quotes and more in real time for all of your customers and prospects.

Connect all your data callout
How To Be Better Diagram

DASHBOARDS TO HELP YOU SELL

Dashboard to help you sell

Use Sales Dashboards to help you organize and maintain your sales pipeline to empower your sales force to sell.

Dashboard to help you sell callout
How To Be Better Diagram

SEVERAL CRM INTEGRATIONS

Several CRM integrations

Choose your favorite integration that allows you to stream data between both software.

Several CRM integrations callout

Want to see how CRM works?