company management

customer centric views of information including full management and significant CRM type functionality

	instantly view significant information about a customer/prospect in a single screen including Enquiries, Estimates and orders
	group by and sort customer / prospect lists
	securely add file attachments against customers and contacts
	access full customer/prospect history
	lookup customer activities
	maintain competitor information

in addition to the main application, the following modules are available:

CRM module
add CRM (Customer Relationship Management) functionality:

• home - front screen with summary information from different areas

• opportunity - build a revenue stream with estimated close dates

• history - remembers previous parameters for quick access

• tasks - task management and reminders

• events - diary events including follow up

• complaints - complaint management and resolve processes

brochure download:

a l l   p r o d u c t s :
Select another product

 > PRODUCT LIST  
 > information console
 > sales enquiries
 > company management
 > estimating
 > order management
 > production scheduling
 > data collection
 > inventory management
 > job costing
 > customer portal
 > mis console
 > business intelligence
 > connect