Prospecting & CRM Module
Features
- Full contact relationship management features
- User defined sales ratings and markets
- User defined keywords against prospects
- Unlimited contacts per account
- User defined interests against contacts
- Unlimited notes against a prospect or contact with automatic time/date stamp
- Automatic link to personalised standard letters with mail merge feature
- Activity and mail history
- Next contact reminder
- Product re-order prompting
- Salesrep daily call sheet/diary facility
- Review Estimate/Work in Progress/Historical jobs
- Raise Request for Quote on behalf of Clients
- Accept Quote on behalf of Clients