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Designed for the small business this level entry CRM software offers contact management,a fully integrated calendar,opportunities,quotations,invoicing with receivables and a project/helpdesk module. Manage your contacts with ms word integration for sending letters, appointments and emailing A project module that includes tracking of time, materials and expenses that can be added to an invoice A fully integrated calendar system that will link events to contacts, opportunities and projects You can enter details of possible future business in the opportunity screen then convert them to quotation and onto Invoice. Email your quotations and invoices to your customers in PDF format Enter payments and track how much your customers owe with the Age debtors screen. Synchronise your data with Outlook Send your data to Excel Send HTML formatted emails to individuals or groups via Outlook or SMTP Works with most currencies
Tags:
CRM Software, Contact management, Invoice Software, invoice, business, evaluation, download, invoice facting, invoicing, Quotation Software, Billing, My-CRM, Visionbase Software, Commercial, Business, Accounting, Finance
Recent changes: Small fixes and updates including fix to the order of printing Invoice Items and problems with invoice email templates.
Install support: Install and Uninstall
Supported languages: English
Additional requirements: 10mb, 256 ram running at min 1024x768 screen resolution
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