Drop down lists customisable to quickly give you a database tailored to your business.
Unlimited dated comments and directions recorded for each and every lead.
Know what stage each lead is at and set reminders for follow up.
Record the lead source, products and sales person to produce reports that help you control your sales team.
Contracts are transferred from leads saving duplication or can be entered directly
Define a list of your products and record these details on each contract
Record fitters, site address and date contract completed
Keep records on deposits, variations of contracts, and payments to enable reporting on orders on hand and balances outstanding
Letters are recorded as they are produced
Standard letters for each contract type and payment method automatically produced
Pro Formas, statements and receipts customised to suit your stationery
Customer questionnaires, quality plans and fitters information sheets
All letters customisable with all data fields available for inclusion
Standard reports provide information on the 0rderbook and project cash flow for coming weeks. Collection of outstanding balances can be monitored with comments recorded and reported on
Understand which advertising methods and sales areas perform well