AccountMate Customer Relationship Manager Module

The AccountMate Customer Relationship Manager (CRM) module manages and reports on every recorded interaction with a prospect, client, supplier, contact or branch office. It can schedule the next appropriate interaction, enabling exceptional account management and customer service. At a glance, you can view all past interactions with each contact providing the ability to track activities, issues and interactions with all your clients. It can even manage your meetings, phone calls and emails. Contact information is easily searchable and manageable so you can access required records quickly in order to generate reports and perform mail merges. It works with programs like Microsoft Office so data can be merged and utilized in other programs to create custom mailings, mass emails, reports and other business documents. It can also be used for sales force and business process automation.

Download Module Fact Sheet
AccountMate

AccountMate Customer Relationship Manager Module