Finances - Sales System



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The Contact Integrated system works like a sales system and combines the contact pages and the CRM (customer relation management) . The integrated module contains processes that are put in place by a company to record contacts, handle and better it's clients relations and services rendered, as well as keeping records of money owing.

Features:

  • addresses the need to keep and follow up on sales made and clients contacted in order to provide effective management of products and service
  • facilitates a search of all available clients
  • enables record keeping of client visits
  • generates reports regarding products, account managers, outstanding money and referrals
  • keeps client contact list
  • keeps a list of potential clients
  • can import and export CSV files to facilitate smooth data capturing


Screenshots:

Contact Search


Ribbon


Add Company


Sales


Sales


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