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
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send SMS text – pre built templates or custom content
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send email – pre built templates or custom content
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visit their webpage
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set trade rating
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assign to a group and profile
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assign to a chart of accounts division
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assign to a rep
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assign to a task
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analysis of trading history
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next call required
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on mailing list
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keep quick notes
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debtor’s management information
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trading history
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current transactions
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fast search functions
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create notes and make appointments
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record and work with individual staff
From the database screen you can also create:
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quotes
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invoices
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credit notes
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receive payments
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work with their creditor’s account
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work with the products they supply you
There are many different screens of information you can select at the touch of a button.
Database
Add company details and people's names and addresses into SoEasy’s CRM database.