Integrate Customer Data, Orders and Marketing in a Single Database.
This configuration is designed for companies with repeat business and non-itemised sales and service orders.
It integrates customer data, orders tracking, invoicing and marketing functions in a single system.
Users include realtors, financial advisors and brokers, non-profits, professional and business service providers, professional marketers, home maintenance and improvement, manufacturers and many niche and unique businesses.
Pricing: single-user license: $377, each additional license $227
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
- Share the data between your staff
- 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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Sales Tracking:
- Track sales and orders on the database
- Calculate sales tax
- Generate invoices, packing slips, booking confirmations and other documents
- Monitor your sales performance
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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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