Simple Customer Database Template
This simple generic template helps you track your customers and contacts together with full history.
It lets you easily capture information specific to your business in custom fields and use them to find or select customers.
Users include realtors, financial advisors and brokers, non-profits, professional and business service providers, and other niche and unique businesses.
Pricing: single-user license: $177, each additional license $127
The licenses are perpetual, these are once-off costs. More on licensing ...
Key Features
Customer Database and CRM:
- Find customer by name or its part, customer id or other parameters
- All customer-related information conveniently accessible from one location
- Complete date-stamped history of all interactions
- Reminders
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Marketing:
- Mail and Email Merge
- Print mailing labels
- Powerful selection for targeted marketing
- Import customers from mailing lists, accounting and other programs
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Customization:
- Easily add your own fields
- Customize invoices, packing slips etc
- Create your own screens and reports
- Use our service for more complex customization
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