 Identify
anyone by using instant Lookup and keyword searches on any field.
Link your events to contact records automatically
by simply double clicking the mouse.
Display calls, meetings, visit reports, to-do
items, quotations, forecast, opportunity and project items associated
with all your contacts in the Account History tab.
With integrated links to the Price List module,
create quotations automatically - reducing the time needed
and the number of errors. Ensure consistency throughout the sales
process including forecasting and reporting.
Manage your pipeline by adopting the first principles
of sales forecasting and quickly articulate what's needed to
happen next for sales closure. |
Capture and prioritize your calls,
meetings, and to-do items and then filter for your convenience.
Create fully customizable reports that are capable
of tunnelling into all your data and delivering compelling reports.
Attach letters, proposals, in fact almost any
document to your contacts with just the click of the mouse.
Conduct filtered mail merge letters, labels and
e-mails with just a few clicks of the mouse.
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