Customers, calendar, marketing, tasks, time tracking ...
What is CRM?
Info about your customers - don't be limited by your accounting software
Mailings - send emails and letters to groups of customers
Advertising campaigns - track the responses
Sales leads - followup, followup, followup!
Contact Wayne Higdon for help in evaluating CRM options. We use MethodCRM in our office. There are also CRM functions built into industry-specific products for POS, professional time/billing, inventory management, nonprofit fundraising, and others.
Please Contact Wayne or Micki for more information. QuickBooks and QuickBooks ProAdvisor are registered trademarks and/or registered service marks of Intuit Inc., used with permission