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Customer Item Purchase History |
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Customer Sales Transaction
History |
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Store unlimited Attachments
for each customer, prospect
or lead |
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Drag and Drop unlimited
emails from Outlook for
each customer, prospect
or lead |
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Unlimited Notes/Logs for
each customer, prospect
or lead |
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Unlimited Contacts for each
customer, prospect or lead |
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Schedule activities for
each customer, prospect
or lead |
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Unlimited user defined fields
for each customer, prospect
or lead |
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Convert Leads to Prospects
or Customers and retain
all data entered |
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Convert Prospects to Customers
and retain all data entered |
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Entering zip/postal codes
automatically fill in the
City, State/Province and
Country data |
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Map addresses in Google
Maps or Yahoo Maps |
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Set customer credit limits |
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Track customer and prospect
time zones. |
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Initiate Quotes, Orders,
Invoice directly from the
customer or prospect form |
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Phone numbers automatically
populate the country and
city code |
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Unlimited Ship To addresses
for customers and prospects |
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Customer Analysis |
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Customer Rewards/Points |
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Customer and Prospect Special
Pricing |
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Customer and Prospect Category
Pricing |
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Customer and Prospect Pricing
- Markup S&O Cost |
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Customer and Prospect Pricing
- Discount Sales Price |
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Customer and Prospect Pricing
- Markup Standard Cost |
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Customer and Prospect Pricing
- Percent of Margin |
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Customer and Prospect Pricing
- Multi-Level Pricing |
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Customer and Prospect Pricing
- Retail Pricing |
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Customer and Prospect Pricing
- Last Price |
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Customer and Prospect Pricing
- Inventory Price List |
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Set Customer and Prospect
default warehouse |
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BizCore integration with
Customers and Prospects |
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Leads can be disqualified |
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Search for customers only
or both customers and prospects
together |
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Automatically schedule events
for new customers and prospects |
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Create Opportunities for
customers or prospects |
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Customizable stages for
opportunities |
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Opportunities can be tied
directly to Campaigns |
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Generate quotes directly
from an opportunity |
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Track estimated revenue,
actual revenue, budget cost
and actual cost for campaigns |
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Daily, weekly and monthly
calendars to view activities |
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Show scheduled activities
on startup |
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Enable Reminders to display
in the Windows notification
area |
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