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CUSTOMER MANAGER

Your customer records are easily filled in, automatically filed, and can be retrieved at a moment's notice from anywhere at any time. Confidential information may remain so, yet always viewable by you. The records become part of a database, which allows for creating invoices, keeping in contact after a sale is made, and maintaining notes on conversations held.

Features:

  • Create and manage customers' information by category
  • Track email addresses, land-based addresses, phone numbers, URLs, other contact information, add & update "To Do's",
  • Project by project accounting, accounts receivables, invoices, service charges, monthly billing, hourly charges viewable on customer record.
  • Load individualized banners for each customer
  • Print mailing lists & mailing labels
  • A "Notes" section on each customer file allows you to record conversation notes and other pertinent information.
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