Customer & Transaction Management (4)

Primarily used to support sales and marketing personnel in managing their daily and ongoing sales activities. (Internal or External Sales Representatives, Sales Administrators and Coordinators.)

Customer Relationship Management (3)

CRM - 1. Collect and Manage your Leads Using the Customer Relationship Management App
CRM - 2. Move Opportunities through the Sales Pipeline using the Customer Relationship Management App
CRM - 3. Organize your Calendar, Communicate with Clients, and Manage their Information and Documents Using the Customer Relationship Management App

Transaction Manager (6)

View all 6

Inventory & Price Management (2)

Worksheet Management (2)