Customer centric views of information including full management and significant CRM type functionality.
• instantly view significant information about a customer/prospect in a single screen including Enquiries, Estimates and orders
• group by and sort customer / prospect lists
• securely add file attachments against customers and contacts
• access full customer/prospect history
• lookup customer activities
• maintain competitor information

in addition to the main application, the following modules are available:

CRM module
add CRM (Customer Relationship Management) functionality:
• home - front screen with summary information from different areas
• opportunity - build a revenue stream with estimated close dates
• history - remembers previous parameters for quick access
• tasks - task management and reminders
• events - diary events including follow up
• complaints - complaint management and resolve processes

More information