SoEasy

Database

Add company details and people's names and addresses into SoEasy’s CRM database.

Add suppliers, customers, prospects, staff, and any other group that you wish to work with.

You can then work with the information to produce notes, quotes, invoices, and a variety of other functions.

Features include

send SMS text – pre built templates or custom content
send email – pre built templates or custom content
visit their webpage
set trade rating
assign to a group and profile
assign to a chart of accounts division
assign to a rep
assign to a task
analysis of trading history
next call required
on mailing list
keep quick notes
debtor’s management information
trading history
current transactions
fast search functions
create notes and make appointments
record and work with individual staff

From the database screen you can also create:

quotes
invoices
credit notes
receive payments
work with their creditor’s account
work with the products they supply you

There are many different screens of information you can select at the touch of a button.