The Relationship Management module provides the tools necessary to manage important business information about not only your prospects and customers, but also vendors, business partners, and other third parties your company deals with. Contact and account information, schedules, a complete history of interactions and transactions, current orders and financial status, and other data are immediately available to assist your sales and support teams in effectively maintaining valuable business relationships.
- Store an unlimited number of customers, prospects and companies, and unlimited contacts within each company.
- Record all interactions associated with a customer or prospect, including conversations, meetings, letters, faxes, e-mail messages, file attachments, and more.
- Access a complete history of a customer or prospect account, including quotes, orders, collections status, warranty status, and more.
- Schedule future interactions into your existing Microsoft Outlook calendar.
- Work in a team environment with multiple members on an account.
- Create document distributions based on Mail Merge features of Microsoft Office.
- Attach documents and emails to contacts or companies.
- Automatically create Microsoft Outlook To-Do lists.
- Assign activities to other team members and notify them by email.
- Output any data to Excel with one click.
- Record an unlimited number of notes per contact.
