Elements CRM is a Customer Relationship Management (CRM) solution for Mac business and enterprise. This Mac application is all about taking charge of your business, managing the relationships with both current and potential customers.
Elements CRM's powerful feature-set includes: administrative management, sales, calendar, time, notes, projects, products, finance, documents, images, integration with desktop applications and more. Elements CRM will grow your mac business.
What's new in version 3.0
Sales - New Invoice look & feel with customizable colors.
Sales - Default Memo available for Invoices and other forms.
Sales - Added new "Filter" feature to Sales Accounts.
Sales - Added new workflow to menu tabs.
Sales - Added URL link to companies in the "Profile Box".
Sales - Added links to all the social networks to jump to URL.
Sales - New "Contact" tab for "Individuals".
Sales - New "Business" tab for "Individuals".
Sales - New "Personal" tab for "Individuals".
Sales - New "Social" tab for "Individuals".
Sales - New "Social" tab for "Company".
Sales - Added New Social Media fields(Example: Gowalla ).
Sales - Added New Field "Toll-Free Phone Number".
Sales - Added New Fields "Email1 and Email2".
Sales - Added New Field "Stock Ticker" links to Yahoo Finance.
Sales - Added New Functionality when "Individual" profile is selected.
Sales - Added New Functionality when "Company" profile is selected.
Sales - New button to see how many users are in a company.
Sales - You can now add +1 in the phone fields for international customers.
Sales - Added new Payment term: x Days after End of Month.
Sales - Added First and Last Name fields for company credit cards.
Sales - Added additional permissions to User level access (reassign ownership).
Custom Category - Added Year selection for custom date categories.
Products - Additional options available for Services.