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Universal Client CRM

11/18/12 - Create and manage clients/deals/estimates/sales orders and manage tasks and schedule appointments.



Set up clients, contacts and leads. Track deals and view progress by month, employee, or stage. Generate and track business activity through separately managed sales estimates and sales orders. Convert estimates to sales orders by a button click. Create copies of sales orders and estimates by a button click. Manage daily tasks and deadlines through an integrated master activity log (general to-do tasks, client communications, follow-ups, complaints, deal tasks, and appointments). Perform advanced search in all major system functions. Link external documents to a client's record. Set and print schedules with clients. Setup parts and services, suppliers, employees, company sites, organization description, state tax rates, and states/region/provinces. Create reports for sales activity and all system databases and functions. Export reports into Microsoft Excel spreadsheets. Send email to clients using Microsoft Outlook (must have Outlook pre-installed on your computer). Import and export clients / contacts to and from Microsoft Outlook. Initiate calls directly to clients from within the system using Skype (must have Skype pre-installed on your computer). Backup and restore the database using built-in functions. Import existing part information databases. The program supports international currencies. Also available: 1) Share the CRM database between licensed users through the Universal Client CRM Multi-user edition, 2) additionally create invoices, enter payments and manage returns through the Universal Client Sales Manager Pro edition. What's new in this version: New Features in Version 3.0: Track deals and view deal progress by month, employee, or stage. Generate and track business activity through separately managed sales estimates and sales orders. Convert sales orders from estimates with one-click. Create an invoice from a sales order with one-click. Create copies of sales orders and estimates with one-click. Manage daily tasks and deadlines through an integrated master activity log (general to-do tasks, client communications, follow-ups, compl... See all new features


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