Prospects and Customers – record and access customer records, including multiple addresses and contacts per company, multiple phone numbers and email addresses per contact, sales terms, credit limit, payment method, outstanding actions required for this account, a history of previous contact and of previous transactions.

Email – send e-mails direct from each prospect or customer record.

Catalog and report on prospects and customer accounts by business type, source, rating, referrer.

Tasks – manage activities against each prospect and customer and a separate To Do List for each salesperson with multi-user access to delegate tasks including Task type, status, date and links to prospect, customer and contact.

Items – all price and description changes are automatically available to all sales personnel.

Inquiries – record incoming inquiries to track prospect interest; ideal for telephone or retail inquiries needing instant access to product information and pricing with quantities and discounts; track each inquiry by salesperson, prospect rating, business type, % likelihood of closing.

Estimates – generate printed Estimates or Quotations for prospects – which can be based on earlier Inquiries, with prospect tracking carried forward.

Sales Orders – take orders (which may also be based on earlier Inquiries or Estimates, with prospect tracking carried forward) including quantities and discounts; specify separate shipping and billing addresses.

Payment – take a credit card or e-check number during a sales call, validate and process it on-screen immediately; no need for a separate credit card terminal.