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CRMworx™ | Contact Management for Workgroups

CRMworx™ is a robust Contact Manager and quote/proposal creation tool for up to 20 simultaneous users (requires license for multiple users). Contact activities may be recorded and tracked with the Clients and Prospect modules. The Contact records of Individual representatives or Account Managers may be isolated or filtered by User Login and by Work Groups.

Share Data with Common Application Files

CRMworx™ provides an easy and simple way to import contact records and/or item records from common business applications like QuickBooks, Microsoft Outlook, Google's Gmail, and many other applications that can export to a standard.csv text file.

CRMworx™ can perform powerful mail merge and database sorting functions without an external word processor or spreadsheet. Therefore, using the CRMworx Report Builder you can create and print a wide variety of documents, labels and reports including:

CRMworx™ is a very flexible proposal or quote creation tool, which provides the end-user many options for multiple products, discounts, payment options and sales taxes. Here are some highlights of CRMworx as a quoting tool:

CRMworx™ Document Generator

CRMworx™ allows you create professional agreements, marketing letters, proposals, and orders for individual items and systems.. The program is designed to optionally work with Intuit's QuickBooks inventory files, which are exported as '.IIF' from QuickBooks and imported in to the Items file for CRMworx™.

Once the proposal data is created, the programs can automatically create important documents such as:

(From 2 to 20 Users Optional)