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CRM/Contact Management

part of the OneSource product line, by OneSource Software Solutions

Want more information on OneSource?
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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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