a happy customer is a loyal customer
Organize contacts, mange quotes and invoices, and offer multiple user accounts per client.
Automatically reply to customer contact requests and save customer information for system record and staff review.
Manage and track meetings, events, and dates online. Work in unison with shared scheduling to keep everyone informed.
Generate and track sales leads in real-time, compare figures, manage leads with status and notes.
Manage sales and staff with status, notes, and e-mail reminders, and track order and customer history.
Set, adjust, overwrite, and review staff access to multiple territories, as well as track relative leads and orders.
Generate quotes with an easy-to-use editor that produce PDFs or e-mail with data in an organized fashion.
Generate invoices per client per order, or encompass multiple criteria to present an accurate, clear record built directly from the original quote.
Make team selling effective and organized with activity records, shared resources, sales forecasting, and quick-to-build quotes.
Organize leads by staff, progress, and territory. Set lead status and utilize automatic or manual scoring to keep your team energized.
Present clients with a web interface that will function on all major browsers, and match a great original design.
Track up-to-the-second customer visits, activity, and location, and download up-to-date reports of custom time intervals. Manage sales, discounts, vouchers, and more with multiple criteria.
Communicate with customers live through a customizable chat interface featuring multiple operator support, and the ability to record, e-mail, and download conversations.
Don't feel limited by basic features. Manage projects with customized extensions that let you do just what you need, how you need.
Forget comparing raw data on a spreadsheet of figures. Download up-to-date charts and graphs of your entire enterprise operation.
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