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Client Resource Management (CRM)

part of the Workplace Financials Software product line, by Workplace Software Systems, Inc.

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The Client Resource Manager includes Contact Manager, Order Entry, Appointment Scheduling, ToDo, Activity, with Customer Resource and Sales Opportunity Manager functions.

  • Customer Resource Tracking
  • Accounts Receivables
  • Resource Scheduler
  • Reminder Calendar
  • Customer Activity
  • Appointments
  • ToDo`s
  • Contacts
  • Statements
  • Credit Notes

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