My-CRM

Designed for the small business this level entry CRM software offers contact management,a fully integrated calendar,opportunities,quotations,invoicing with receivables and a project/helpdesk module.

Description of My-CRM:

Manage your contacts with ms word integration for sending letters, appointments and emailing

A project module that can also be used as a helpdesk for tracking jobs and issues

A fully integrated calendar system that will link events to contacts, opportunities and projects

You can enter details of possible future business in the opportunity screen then convert them to quotation and onto Invoice.

Email your quotations and invoices to your customers in PDF format

Enter payments and track how much your customers owe with the Age debtors screen.

Synchronise your data with Outlook

Send your data to Excel

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