CRM Manager

The CRM manager is tightly integrated with the Vendor and Customer Managers. This relationship allows for multiple contacts to be assigned to a single Customer/vendor record linking them together. By organizing your contacts in this manner, you can easily locate just the right person to reach for that late payment, or notify for your new pricing.

The CRM manager allows for searching across all your customers or vendors to gather grouping with specific characteristics to send notices, promotions or email blasts.

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