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Customer Relationship Manager (CRM)

AccountMate's Customer Relationship Manager (CRM) module manages and reports on  every recorded interaction with a prospect, client, supplier, contact or branch  office. It can schedule the next appropriate interaction, enabling exceptional  account management and customer service. At a glance, you can view all past  interactions with each contact providing the ability to track activities, issues  and interactions with all your clients. It can even manage your meetings, phone  calls and emails. Contact information is easily searchable and manageable so you  can access required records quickly in order to generate reports and perform  mail merges. It works with programs like Microsoft Office so data can be merged  and utilized in other programs to create custom mailings, mass e-mails, reports  and other business documents. It can also be used for sales force and business  process automation.  

 

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