Simple, integrated sales and client management system. No monthly fees. Set up clients, contacts and sales leads. Generate estimates, sale orders, invoices and statements. Record payments, returns and credits; track accounts receivables. Alternative to cumbersome sales and accounting applications or web-based applications. Complete financial and productivity reports; export into MS Excel. Link external documents to client records. Supports non-US international currency, address and date formats. Auto links to Skype and Outlook for easy communications. Built in database backup and restoration functions. Import existing part information databases.
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What's new in version 3.1
Version 3.1 includes enhancements that open the application to the client information screen. System Management and Client Info report buttons added to the client information screen. Example part and employee records included for use in the trial. Estimates screen fixed to allow the modification of the estimate number to a user assigned number.