Universal Client Sales Manager Free is a free single user version for the home and small business, providing a simple, integrated sales and client management system. The Free version includes a 30-day Pro version trial. Simple button clicks make Universal Client Sales Manager a friendly alternative to cumbersome sales and accounting applications. The program supports international currencies, international address formatting, and international dates.
Create sales and service orders using your parts / service lists, then auto-generate estimates, invoices or point-of-sales transactions. Maintain client records. Organize your valuable time with the scheduler. Upgrade to Universal Client Sales Manager Pro to receive payments and track account receivables, monitor employee sales performance, trend product sales and print all reports. Record and track client complaints and resolutions. Generate sales, financial and performance reports. Import existing client and part / services information databases. Export reports into Microsoft Excel spreadsheets and Adobe PDF file format. Upgrade to the Lite version to enable reports including estimates, receipts, parts, employee, and supplier listings, communication log, and various sales performance reports. Also allow for import of client and part data. A multi-user edition that allows a common database to be shared between users is also available.
What's new in this version:
Version 2.1 adds filtering of sales reports by location, search of invoices by client, invoice #, PO, sale ID, location or employee, addition and modification of the states list to include regions or provinces, and enhanced international address formatting options that allow the use of the states drop-down list and zip-code fields for international addresses.