CRM Pro

CRM Pro is focused on the activities and needs related to managing the activities and data related to your customers. Easy to use forms and control panels help you automate and streamline processes. This application is customized to fit your specific CRM needs. This application is web interface ready!

• See summary and detail views of customer listings
• Filter categorical views of customers
• In one easy to use screen view customer tabs related to demographic data, sales, invoicing, emails, notes, attachments and more.
• Enjoy live Outlook Email integration with automatic email filtering
• Set up tasks lists and action items per customer, industry and more
• Enjoy quick and easy look up features to find clients by invoice numbers, partial addresses, industry, contact names and more
• Use customized reports to send out auto responder reports, emails, and reminders
• Address time sensitive actions using automated triggers and events to set up a mailing, perform a process, or measure progress and/or productivity
• Interface with any of our Accounting Basic Modules as needed