CRMworx | Contact Manager for Workgroups Short Description:
Contact Management and Centralized Quoting for Workgroups
CRMworx | Contact Manager for Workgroups Long Description:
CRMworx | Contact Management for Workgroups
CRMworx is a robust Contact Manager and quote/proposal creation tool for up to 20 simultaneous users (requires license for multiple users). Contact activities may be recorded and tracked with the Clients and Prospect modules. The Contact records of Individual representatives or Account Managers may be isolated or filtered by User Login and by Work Groups.
Share Data with Common Application Files
CRMworx provides an easy and simple way to import contact records and/or item records from common business applications like QuickBooks, Microsoft Outlook, Google's Gmail, and many other applications that can export to a standard.csv text file.
CRMworx can perform powerful mail merge and database sorting functions without an external word processor or spreadsheet. Therefore, using the CRMworx Report Builder you can create and print a wide variety of documents, labels and reports including:
Mail-merge PDF documents
CRMworx is a very flexible proposal or quote creation tool, which provides the end-user many options for multiple products, discounts, payment options and sales taxes. Here are some highlights of CRMworx as a quoting tool:
Bill To and Ship To Addresses
Discount by Item or Order
Option to include special contract terms
Progress Payment Options
Detailed Table for Item Listing or Bill of Material and Labor
Option to Calculate Lease Payment
Option to add over-time rates
Option to create a trade-in schedule
Option to calculate commissions and to create a commission voucher and statement
Option to include Scope of Work and Job Task for Project Management
Option to include Sales Forecasting Data and Sales Lead Tracking
CRMworx Document Generator
CRMworx allows you create professional agreements, marketing letters, proposals, and orders for individual items and systems.. The program is designed to optionally work with Intuit's QuickBooks inventory files, which are exported as '.IIF' from QuickBooks and imported in to the Items file for CRMworx.
Once the proposal data is created, the programs can automatically create important documents such as:
Sales Proposal, many formats to choose from;
Bill of Materials and Labor;
Purchase Agreement Terms and Conditions;
Delivery and Acceptance Certificate;
Print your Warranty Document;
Print your Labor Only Maintenance Agreements;
Print your Full Service Maintenance Agreements;
Plus, much more because you can create your own documents and reports using Report Builder!
(From 2 to 20 Users Optional)