CRM — RELATIONS
Customer Relation
Pipeline, quoting and invoicing — without leaving the ledger to bill a customer.
What's included
- Lead-to-cash pipeline tracking
- Quotes that convert directly into invoices
- Customer profitability & ageing by account
- Activity timeline across calls, emails & meetings
- Marketing compaign
- Contract & renewal reminders
More in CRM
See Customer Relation running on your own data.
A 30-minute walkthrough with a solutions engineer.