Customer Relationship Management


Driving revenue through the building of better relationships

Customer Relationship Management Features:

✔ Unlimited user defined fields to track data specific to your organization
✔ Notes and communication tracking and history
✔ Reminders and tasks that may be assigned to other users
✔ Unlimited categories and groups for committees, marketing, fundraising, etc.
✔ Customize account and contact forms to view data the way you prefer
✔ Store photos for every contact type
✔ Multiple email addresses per contact
✔ Multiple addresses per contact
✔ Referral source tracking with unlimited referral source lists
✔ Account level preferred discount assignment
✔ Multiple account relationship options