CRM/Contact Management
Features Include:
- Unlimited unique contacts
- All tasks (phone calls, meetings, to-do's) for each unique contact.
- All related correspondence (letters, e-mails, faxes, etc.) for each unique contact.
- An index of all letters, e-mails, proposals, etc., (along with a hyperlink to auto locate and open the document).
- All related jobs, projects, service contracts
- All related Quotes, Sales Orders, Invoices/Invoice Line Items, Payments
- Default pricing, credit terms, shipping terms, shipping info.
- All custom special prices established for the customer.
- Unlimited general and collection/AR notes.
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