Category 03
CRM
Pipeline, quoting and invoicing — without leaving the ledger to bill a customer.
CRM — RELATIONS
Customer Relation
Pipeline, quoting and invoicing — without leaving the ledger to bill a customer.
- Lead-to-cash pipeline tracking
- Quotes that convert directly into invoices
- Customer profitability & ageing by account
Complaints
Customer complaints logged, assigned and tracked until they're actually resolved.
- Complaint logging by customer, product or branch
- Ticket assignment & escalation routing
- SLA tracking with due-date alerts
See CRM in a live walkthrough.
A solutions engineer will focus the demo on this category first.