Acuity UX CRM system with a step by step process for sales, order processing, project management and more
Features within these areas are as follows…
No restrictions on the number of contacts you can add.
Unlimited contact categories to sort your contacts by type.
Capture additional information when creating a client, by adding custom information fields.
Easy to search and manage your customers details.
Track opportunity history for each contact.
Track task history for each contact.
No restrictions on the amount of tasks you can add.
Assign tasks to an employee.
Create different types of tasks.
Set followup dates, which are flagged in the system that require action.
All tasks are assigned to a contract for easy searching and full history.
No restriction on the amount of opportunities you can add.
Assign an opportunity to an employee.
Create multiple, customisable inquires for example, Work Process, Sales Process and Project Management.
Set followup dates, which are flagged in the system that require action.
All opportunities are assigned to a contact for easy searching and full history.
No restrictions on the amount of jobs you can add.
Assign jobs to an employee.
Create different types of jobs.
Set followup dates, which are flagged in the system that require action.
Add unlimited products and labour costs as well as an additional cost to your jobs.
Invoice generated for your jobs which lists products, labour and costs.
