CRMworx | Contact Manager for Workgroups Access Business Communications Inc.
CRMworx | Contact Management for Workgroups
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CRMworx is robust Contact Manager & quote/proposal creation tool for up to 20 simultaneous users [requires license for multiple users]. Contact activities may be recorded & tracked with the Clients & Prospect modules. The Contact records of Individual representatives or Account Managers may be isolated or filtered by User Login & by Work Groups.
Share Data with Common Application Files
CRMworx provides easy & simple way to import contact records and/or item records from common business applications like QuickBooks, Microsoft Outlook, Googles Gmail, & many other applications that can export to standard.csv text file.
CRMworx can perform powerful mail merge & database sorting functions without external word processor or spreadsheet. Therefore, using the CRMworx Report Builder you can create & print wide variety of documents, labels & reports including
Client List
Marketing Letters
Mailing Labels
Mail-merge PDF documents
Prospect List
CRMworx is very flexible proposal or quote creation tool, which provides the end-user many options for multiple products, discounts, payment options & sales taxes. Here are some highlights of CRMworx as quoting tool
Bill To & Ship To Addresses
Discount by Item or Order
Option to include special contract terms
Progress Payment Options
Detailed Table for Item Listing or Bill of Material & Labor
Option to Calculate Lease Payment
Option to add over-time rates
Option to create trade-in schedule
Option to calculate commissions & to create commission voucher & statement
Option to include Scope of Work & Job Task for Project Management
Option to include Sales Forecasting Data & Sales Lead Tracking
CRMworx Document Generator
CRMworx allows you create professional agreements, marketing letters, proposals, & orders for individual items & systems.. The program is designed to optionally work with Intuits QuickBooks inventory files, which are exported as .IIF from QuickBooks & imported in to the Items file for CRMworx.
Once the proposal data is created, the programs can automatically create important documents such as
Sales Proposal, many formats to choose from;
Sales Worksheet;
Bill of Materials & Labor;
Purchase Agreement;
Purchase Agreement Terms & Conditions;
Delivery & Acceptance Certificate;
Print your Warranty Document;
Print your Labor Only Maintenance Agreements;
Print your Full Service Maintenance Agreements;
Plus, much more because you can create your own documents & reports using Report Builder
[From 2 to 20 Users Optional]
Software Name: CRMworx | Contact Manager for Workgroups
List Price: $130 USD
You Save 30%
Price: $100.00 USD
Version: 1.4
License: Shareware
File Size: 27 MB
Date added: 26-7-10
Category: Database Management
Owner: Access Business Communications Inc.
Contact: abcigroup[at]gmail.com
System Requirements: 1 GB RAM, 100 MB free HD space
Platform: Windows XP, Windows XP
Tag: contact manager, crm software, client relationship management, customer relationship management
Operating System CRMworx | Contact Manager for Workgroups : Windows Vista, Windows 7, Windows NT/2000, Windows XP, Windows NT/2000/2003/SBS2003, Windows Vista, Windows 7.
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