CRM    VisionCore Features   Sales Order   Accounts Receivable   Purchase Order   Accounts Payable   CRM   Management Dashboard   General Ledger   Financial Report Generator   Budgets   Fixed Assets   Banking   Payroll   Point of Sale   Inventory Management   Manufacturing   Job Costing   System Manager   Role Based Security   Data Import/Export   Reporting      VisionCore Add-Ons   eCommerce Shopping Cart   BizCore Central   Payment Processing   ShipRush      VisionCore Details   Overview   Benefits   Technology   Customizable   What's New   VisionCore Brochure Customers At the heart of the CRM module is one of the most feature rich customer forms you will ever use. Check your customers history, notes, contacts, clients, email, user fields, attachments, activity, pricing, multiple ship to addresses, analysis, rewards, credit limits and much more. Find your customers with ease using a very powerful grid based search form that can filter data from any field and is completely customizable per user. Leads Easily Import all your leads and track everything about them. After qualifying a lead you can easily convert them to a prospect or customer. Prospects It's very important to follow-up with your prospects so you can eventually turn them into customers. The Prospect form will give you all the tools you need to successfully convert your prospects to customers. Opportunities Sales Reps can use the Opportunities form to track the progression and stages while working with customer and prospects. Opportunities can be automatically created from your quotes in the Sales module. You can also initiate a quote from the Opportunities form. Schedule Activities Having your activities and schedule available to you within VisionCore will keep you on time and up to speed. Scheduling an activity with a lead, prospect or customer is easy to do. Keep the activity private for you or allow others to see. Manage and organize your day, week or month by categorizing your activities. Campaigns Managing and track campaigns from lead capture to close. Make decisions about where to invest, while verifying your actual costs and expected response. Email Campaigns Mass email your prospects and customers about new products, promotions or specials. Send sophisticated HTML emails or plain text emails. Key Features VisionCore Customer Item Purchase History     Customer Sales Transaction History       Store unlimited Attachments for each customer, prospect or lead       Drag and Drop unlimited emails from Outlook for each customer, prospect or lead       Unlimited Notes/Logs for each customer, prospect or lead       Unlimited Contacts for each customer, prospect or lead       Schedule activities for each customer, prospect or lead       Unlimited user defined fields for each customer, prospect or lead       Convert Leads to Prospects or Customers and retain all data entered       Convert Prospects to Customers and retain all data entered       Entering zip/postal codes automatically fill in the City, State/Province and Country data       Map addresses in Google Maps or Yahoo Maps       Set customer credit limits       Track customer and prospect time zones.       Initiate Quotes, Orders, Invoice directly from the customer or prospect form       Phone numbers automatically populate the country and city code       Unlimited Ship To addresses for customers and prospects       Customer Analysis       Customer Rewards/Points       Customer and Prospect Special Pricing       Customer and Prospect Category Pricing       Customer and Prospect Pricing - Markup S&O Cost       Customer and Prospect Pricing - Discount Sales Price       Customer and Prospect Pricing - Markup Standard Cost       Customer and Prospect Pricing - Percent of Margin       Customer and Prospect Pricing - Multi-Level Pricing       Customer and Prospect Pricing - Retail Pricing       Customer and Prospect Pricing - Last Price       Customer and Prospect Pricing - Inventory Price List       Set Customer and Prospect default warehouse       BizCore integration with Customers and Prospects       Leads can be disqualified       Search for customers only or both customers and prospects together       Automatically schedule events for new customers and prospects       Create Opportunities for customers or prospects       Customizable stages for opportunities       Opportunities can be tied directly to Campaigns       Generate quotes directly from an opportunity       Track estimated revenue, actual revenue, budget cost and actual cost for campaigns       Daily, weekly and monthly calendars to view activities       Show scheduled activities on startup       Enable Reminders to display in the Windows notification area   Copyright © 2013 Comtech Solutions, All rights reserved. Privacy Policy