CRM

Document Management

Inventory

CRM tracks information about all of your prospects and clients. You will have:

Document Management maintains and shares your documents securely. Benefits include:

Inventory controls and tracks all products and services your company offers. You can:

• A central location for storing key client information
• The ability to track and report every interaction with a client or prospect
• A process of reviewing reports for sales and marketing decisions
• Increased efficiency in communicating with prospects and clients

• Reducing paperwork
• The ability to retrieve archived documents easily
• Eliminating time spent searching for documents
• Documents are stored in the same location with the client's detailed information

• View product counts by office locations
• Track items that are drop shipped verses items that are inventoried
• Show back ordered or out of stock items
• Review current product counts
• Delineate services and products

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Invoicing

HR

Invoicing handles all sales transactions between you and your customers. Some advantages include:

HR documents and stores all employee information, giving you a better working relationship by:

• Ability to email and print invoices
• Invoices are stored in the same location with the client's detailed information
• Accounts Receivable reports
• Automated statements

• Storing employee information in one central location
• Securing employee information to protect privacy
• Retrieving employee information easily
• Documenting annual reviews and citations

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