CRM (Customer Relationship Management)
allows you to:

- Connect your business with your customers.
- Reduce paper trails
- Reduce Staff Workload
- Auto generated user/pass
- Customers access to past invoices
- Email blast to customers about new products, sales, or for A/R collection.

• Automatically generated user names and passwords for all your customers by SAM.
• Simplify life with one consolidated email list maintained in just one place, QuickBooks, just makes sense.
• Leverage and maintain just one contact database: Re-use the email contacts in QuickBooks that you already have
• Quickly email groups of customers with their link, username and password are automatically stamped on the email.
• Quickly and easily send product and sales announcements in seconds to your customers
• Accelerate A/R collections in seconds by using a balance filter on customers, notifying and providing reports and invoice lookups for them.
• Sales Reps can also send email blasts, but are restricted to only their customers!
• Customers can log in anytime 24x7 to look up several reports including their own printable invoice history. It's more convenient for them and saves your staff a lot of work!

Coming Soon:

• Lead Management and Import.
• One Click Lead to Customer Creation
• Call tracking and Entry
• Appointment Scheduling and Reminders
• Custom Fields you can assign common values to
• Run Reports and generate email / fax lists based on filters