CRM
Customer Relationship Management System
Manage all your contacts, clients, customers, leads & opportunities, calendars, offers, contracts, invoices, projects, suppliers, products — all in one place.
This powerful and smart App is perfect for your business. Turn your prospects into customers!
Philasmicos R5 CRM makes it simple to track what you did with your contacts or clients.
It helps you to build better business relationships and to be more successful.
Key Features:
• Customer Relationship Management (CRM)
• Import contacts directly from the Apple Contacts App
• Powerful filtering and searching across contacts
• Lead and Sales Opportunity Management
• Contact & History Management
• Save and link eMails to contacts
• In-Program eMail features
• Drag eMails from the Apple Mail App and attach to contacts
• Supplier Relationship Management (SRM)
• Products Management
• Offer & Contract Management
• Manage tasks and appointments
• Create events & appointments in Apple Calendar App
• Fully-integrated Business Management System
• File and Document Management
• Invoice Tracker
• Invoice Template System
• Completely customizable invoice templates
• Basic Warehouse Management (ERP)
• Calendar: Monthly and Weekly views
• One button map and direction lookup
• Time Sheets
• Simple and clean interface
• Store important data using customizable fields
• Color coding
• Export your data for reporting
• Attach files to your contacts, leads, projects, contracts and offers
• Access your business data even when you don't have an Internet connection.
• Find all your customer related data in one spot.
• And much more...
Track upcoming events, create tasks, enter notes and set reminders.
Philasmicos R5 CRM helps you to plan, track and bill for your work.
Integration or connections to:
• Apple Calendar App (Mac OS X)
• Apple Address Book App (Mac OS X)
• Apple Mail App (Mac OS X)
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