Protect and nurture your relationship with your customers.
This App provides a simple workbench for Customer Management, with a focus on credit status.
Link inventory transactions to CRM Calls
This app gives you the ability to link inventory transactions to CRM Calls. This might be done to assist in monitoring;
Goods being returned
Goods sold and needing service or repair
Goods to be modified...
This App will automatically email an invoice using standard invoice delivery rules on the customer (i.e. set to receive invoices by email).
There is an optional UDF flag on a customer to exclude specific customers.
This App allows updates to assets usage in bulk (update all child assets with usage enabled)This is to avoid having to record usage for each individual asset when there are sub assets whose usage is the same as what is recorded at the parent...
Print multiple quotes on one document from a CRM Organisation.
*This app is part of the Premium Pack
This App is designed to record employees' time on JC Jobs, where the organisations uses the CRM Service Request scheduler to plan and organise the daily activities of their ‘Service Persons’.
It uses the ‘Service Person’ assigned...
This App allows users to create a Job and Service Request from a CRM Quote. It also creates a Job Estimate based on the Quote value.
The App adds a Create Job/SR button to the Quote maintenance form. When the button is clicked...
Allows visibility of maintenance requirements on related physical assets.
Physical assets with maintenance cycles frequently have related assets and it may be preferable to do the maintenance on those assets at the same time.
When reviewing specific...
This app will display alerts in Sales Order entry or CRM Quote entry when a customer is selected. Alerts are set up in Customer Maintenance.A system script is available for mass loading alert text.
For Verde customers currently using Verde Sales Notes,...
This App will provide functionality for service request KPI reporting.
This App allows you to see what products a customer has been buying, directly from the CRM Quote screen, and add those products to the quote.
The App adds a "Customer History" button to the CRM Quote Entry screen.:
Click on the "Sales...
CRM Service Request Email including Attachments
This app gives you the ability to add attachments to an emailed Communication from a Service Request.