Icon of program: CRMworx

CRMworx for Windows

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Used CRMworx for Windows?

Editors’ Review

Download.com staff
CRMworx is a robust contact manager and quote creation tool. It allows easy sharing of contacts and quotes for up to 20 users, with detailed tracking and filtering capabilities.

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CRMworx 0/1

  • Pros

    • Robust contact management with activity tracking.
    • Flexible quote creation with multiple options.
    • Supports up to 20 simultaneous users.
    • Filters contacts by user login and work groups.
    • Integrated mail merge functionality.

  • Cons

    • Maximum user limit of 20.
    • No mention of mobile accessibility.
    • No explicit customer support details provided.
    • Limited integration options beyond basic imports.
Icon of program: CRMworx

CRMworx for Windows

Download now

Used CRMworx for Windows?

Explore More

Full Specifications

GENERAL
Release
Latest update
Version
1.4
OPERATING SYSTEMS
Platform
Windows
Operating System
  • Windows 7
  • Windows Server
  • Windows Vista
  • Windows XP
  • Windows 10
  • Windows 2000
  • Windows NT
  • Windows 2003
Additional Requirements
None
POPULARITY
Total Downloads
231
Downloads Last Week
17
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Program available in other languages

Last Updated

Developer’s Description

By Access Business Communications
Share contacts and quotes with ease.

CRMworx is a robust Contact Manager and quote/proposal creation tool for up to 20 simultaneous users.Contact activities may be recorded and tracked with the Clients and Prospect modules. The Contact records of Individual representatives or Account Managers may be isolated or filtered by user login and by Work Groups. CRMworx is a very flexible proposal or quote creation tool, which provides the end-user many options for multiple products, discounts, payment options, and sales taxes.

Here are some highlights of CRMworx as a quoting tool: Bill To and Ship To Addresses. Discount by Item or Order. Option to include special contract terms. Progress Payment Options. Mail Merge without Office or separate Word Processor. Import quote items from CSV and/or Excel compatible files. Import Contacts from Outlook, CSV and/or Excel. Create Sales Forecast for Individual Sales Reps or Account Managers.

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