CRMworx for Windows

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.