Prospecting & CRM Module

Features

• Full contact relationship management features
• User defined sales ratings and markets
• User defined keywords against prospects
• Unlimited contacts per account
• User defined interests against contacts

• Unlimited notes against a prospect or contact with automatic time/date stamp
• Automatic link to personalised standard letters with mail merge feature
• Activity and mail history
• Next contact reminder

• Product re-order prompting
• Salesrep daily call sheet/diary facility
• Review Estimate/Work in Progress/Historical jobs
• Raise Request for Quote on behalf of Clients
• Accept Quote on behalf of Clients