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Customer Management
- Individuals & Companies
- Full Activity & Acctg History
- Multiple Locations per Contact
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Activities & Follow-Ups
- Phone, Email, Text and More
- Easily Created Follow-Ups
- Daily Reminders & To-Do's
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Quotes & Estimates
- Prepare Detailed Estimates
- Convert Estimates into Jobs
- Track Job Schedules & Inventory
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Invoices & Cash Receipts
- Track Ship-To & Bill-To
- Integrated Inventory Mgt
- Track Payment History per Invoice
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Venues & Locales
- Caterers & Party Planners
- Indoor & Outdoor Facilities
- Keep Track of Every Detail
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Calendars & Schedules
- Schedule Recurring Events
- Sync With Your Desktop
- Track Events & Transactions
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Opportunities & Prospects
- Manage Entire Sales Lifecycle
- Turn Prospects Into Clients
- Maintain Complete Histories
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Configurable Setup
- Custom, User-Defined Fields
- Configurable To Your Workflow
- Designed By You to Work For You