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Features Include

  • Unlimited unique contacts
  • All tasks (phone calls, meetings, to-do’s) for each unique contact.
  • All related correspondence (letters, e-mails, faxes, etc.) for each unique contact.
  • An index of all letters, e-mails, proposals, etc., (along with a hyperlink to auto locate and open the document).
  • All related jobs, projects, service contracts
  • All related Quotes, Sales Orders, Invoices/Invoice Line Items, Payments
  • Default pricing, credit terms, shipping terms, shipping info.
  • All custom special prices established for the customer.
  • Unlimited general and collection/AR notes.

Other Applications

The following applications are designed to work hand-in-hand with CRM/Contact Management:

"CRM/Contact Management" is part of the OneSource line of products, developed by OneSource Software Solutions.