The Right Tool ForBusiness Automation
Clients
Customer relationship management (CRM) is a technology that allows businesses both large and small to organize, automate, and synchronize every facet of customer interaction.
Proposals
A proposal to do work, which is a legal binding contract if signed by both parties
Work Orders
A work order specifies what work is to be completed and provides details such as pricing, materials used, taxes, payment terms, and contact information.
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Customer relationship management (CRM) is a term that refers to practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving customer service relationships and assisting in customer retention.
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Contacts
Manage general, company and various types of contact info
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Proposals
Send out and track proposals
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Scheduling
Plan and schedule various tasks
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Projects
Plan and track projects for work-in-progress jobs.
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Estimates and pricing
Manage fixed and variable costs based on pricing templates
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Templates and prints
Manage templates and print project documents