Universal Client CRM 3.1 > Links

Create and manage clients/deals/estimates/sales orders, manage tasks and schedule appointments.

Set up clients, contacts and leads. Track deals and view progress by month, employee, or stage. Generate and track business activity through separately managed sales estimates and sales orders. Convert estimates to sales orders by a button click. Create copies of sales orders and estimates by a button click. Manage daily tasks and deadlines through an integrated master activity log ...

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