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System Requirements
- Platform: Windows 2000 / XP / 2003 Server
- Media: CD-ROM
- Item Quantity: 1
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43% buy the item featured on this page: Avanquest Small Business Manager: Customer Management 2007 (PC)£29.51 |
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Product Features
- Import existing records
- Manage
- Time management
- Contact customers
- Track opportunities
- Easy invoicing
Product details
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Product Description
Manufacturer's Description
Customer Management allows you to easily manage your contacts and prospects by tracking customer communication, meetings and tasks. Customer Management s is part of the Small Business Manager Suite which offers easy to use tools to manage all aspects of your business. Start by importing existing customers and creating new contacts, then add modules from the integrated suite to manage your customer invoicing, easily forecast sales and expenses, manage company accounts, calculate VAT declarations, monitor financial status and manage inventory. An intuitive guide follows the natural steps small businesses take to set up their contact database. Customer Manager allows you to acquire and manage information about each and every correspondence with your customers.
Import existing records - Easily import your existing customer database directly from Outlook or other popular file formats including DBF, CSV and Text.
Manage - It is vital that you manage your customers to successfully conclude your sales and expand your business. Customer Management lets you create, import and view your customers, as well as schedule calls, make appointments and manage your to-do list.
Time management - Help yourself to better use your time by managing your appointments, jobs, projects and services - creating timesheets to track both invoiced and non-invoiced time entries. You can create a timesheet anytime an employee spends billable time on a customer.
Contact customers - keep a record of all your telephone calls, emails and letters sent for each individual contact. Schedule tasks and meetings with your customers .
Track opportunities - track each opportunity as it occurs, allocating an employee and contact date for follow up.
Easy invoicing - When purchasing the Invoices and Estimates module, easily convert an opportunity to an invoice to send with goods or email directly to the customer.
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