Customer database software designed to make it easier to run your business
Easier to...
store customer information
find customer details quickly
create quotes
create invoices
create invoices from existing quotes (one click)
create receipts
create letters to customers
print address labels
create custom letter templates
store correspondence from customers
create marketing letters
see who hasn't paid their bill
send reminders (one click)
store customer history eg telephone calls, notes, appointments etc
create custom customer history types
access sales history
access correspondence to/from customers eg emails and letters
send emails to customers
generate reports eg overdue accounts and top spenders
organize customers into groups and perform a mail merge
store details specific to your business
Features:
your local currency and date formats are automatically used
you can attach files to history entries eg emails or scanned documents
you can specify the relevant sales taxes to use
the wording and formats / fonts etc used in documents created, are all customizable
you can generate free-form or itemised quotes and invoices
customer details can be imported from a spreadsheet
itemised quotes and invoices can be generated from an items/parts database
items/parts can be imported from a spreadsheet
Advanced Features:
supports multiple users on a network
supports SQL Server

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