Keep a complete track record of all the sales and services delivered to a specific account.

Tightly integrated with the Price List Module to reduce time and potential errors.

Automatically create entries from the quotation and forecast modules.

Create high level reports regarding your sales through the report writer module.

Keep your customers up-to-date, know who has which products and versions at a glance.

The sales history module is contained within the Accounts Module and will quickly show the user what products and services a specific account has purchased in the past. Entering new product sales is seamless and can be automatic from both the forecast and quotation modules. This module is tightly integrated with the price list module to reduce time and potential errors.

Account Manager is fully scaleable. All the modules come together to build a complete sales methodology that is centred on identifying the compelling event within the sales cycle, and what needs to happen by when.

Modules
   
ACCOUNT HISTORY E-NEWS PROJECTS
ACTIONS FORECASTING QUOTATIONS
CONTACT DATABASE MAIL MERGE REPORT WRITER
DIARY OPPORTUNITIES SALES HISTORY
DOCUMENTS PRICE LIST SALES MEETING
SALES PLAN SMALL PROJECTS VISIT REPORTS