Contact Relationship Management (CRM)
Track all data regarding your customers, vendors and more.
Design and data is all completely cutomized for your business.
Standard Features
- Categorize your contacts by any method you choose
- Track all contact and personal data - You specify what you want to track
- Track activity you have had with the contact
- Set timers/reminders/follow ups
- Link directly to emails and websites
- Download information to Palm Pilot
- Download to Excel
- Several security options
Optional Features
- Web accessible Components
- Ability to assign to account representatives etc.
- Attach pictures
- Store files, corresponding emails associated with the contact
- Store and track Quotes, Sales Forecasting Component
We would be happy to provide you with a no obligation fixed price quote.
Just give us a call or email lisa@whitsellconsulting.com with details.