Customer Relationship Management

Be apart of the entire buyer’s journey.

Module includes:

• Full customer profile includes standard and custom fields based on industry and deployment

• Unlimited contacts and addresses per customer

• Custom file storage for paperless documentation

• Full logging of all communication

• integration with email, VoIP (Voice over IP - phone), fax, SMS, WhatsApp, etc for simplified communication and tracking

• Unlimited estimates and orders complete with conversion tracking and reporting, pipeline and hot-sheet displays, etc.

• Personal customization for anything else you may need in the management of the buyer’s journey