Sales prospecting title block

 

CRM Sales Manager window

CRM Sales Manager

  • Manages both prospects and customers
  • Customers can be B2B or consumers, companies or individuals
  • Intelligent searching to locate database entries
  • Has a nested database structure so a company can have unlimited contacts and unlimited branches. Branches can also have unlimited contacts
  • Integrated with the Post Office Address file for quick addressing
  • Database fields are defined by the individual user
  • Create ad-hoc or template letters and emails. Merge data from the ERP system to automate communications
  • Store and retrieve any type of document in a single area
  • Record all customer interactions with a comprehensive notes facility
  • Display all events (transactions) that have occurred