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Account Management

part of the Clients & Profits Classic product line, by Clients & Profits

Set up accounts for both active and prospective clients. Track contacts and activities with diary entries. Keep billing information such as billing rates, finance charges, and sales taxes. Track budgets, jobs, and billings with client projects. Schedule automatic monthly retainers. Review open jobs, billings, account balances, and year vs. year stats by client.

Other Applications

The following applications are designed to work hand-in-hand with Account Management:

"Account Management" is part of the Clients & Profits Classic line of products, developed by Clients & Profits.

Related Products

"Account Management" is part of the Clients & Profits Classic line of products, developed by Clients & Profits.

The following software product lines are also offered by Clients & Profits:

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  • System Requirements

    Desktop

    • Microsoft Windows
    • Mac OS X
  • Industries

    Clients & Profits Classic is made for businesses in the following industries:

    • Marketing
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