Manage unlimited contacts with complete contact history
The Results contact screen offers a central place to see all the aspects of your relationship with your customers, prospects, employees, and vendors. In addition to basic contact information, you can also see all activities, opportunities, invoices, payments, etc. that are associated with each account. Exceed your customer’s expectations when everyone knows what was promised, what was ordered, what projects are under way, and what is scheduled for the future. Provide excellent service by accessing account history instantly.
Contacts can easily be imported from Outlook, QuickBooks or Excel.
Never Lose Track of Sales Opportunities
The sales opportunity module offers a central place to see detailed information about the sale opportunities or prospects you are tracking. In addition to capturing general information and status, you can track the specific statuses, activities, documents, notes and quotes associated with each sales opportunity.