Modules » CRM » Customer Relationships

The CRM module collects and stores vital client data – who they are, who they’re assigned to, what they have ordered, when and where.

Features

  • Store contact details
  • User defined categories for accounts and leads
  • View and print graphs and reports on marketing activity
  • Track sales pipelines
  • Track sales team performance
  • Attach projects documents & activities to accounts and leads

Screenshots