Prospecting & CRM Module

Features

  • Full contact relationship management features
  • User defined sales ratings and markets
  • User defined keywords against prospects
  • Unlimited contacts per account
  • User defined interests against contacts
  • Unlimited notes against a prospect or contact with automatic time/date stamp
  • Automatic link to personalised standard letters with mail merge feature
  • Activity and mail history
  • Next contact reminder
  • Product re-order prompting
  • Salesrep daily call sheet/diary facility
  • Review Estimate/Work in Progress/Historical jobs
  • Raise Request for Quote on behalf of Clients
  • Accept Quote on behalf of Clients