Collaborate with other Users via Shared Projects Four Tabs Create Powerful, Yet Easy to Follow Organization PROJECTS TAB Create New Projects Add contacts to Projects (People or Companies) Choose Project Status (Open - Won - Lost) Choose Project Phase (Concept, Planning, Design, Prototypes, Samples, Quote, Order Received, Delivery, Construction) Attach Project Documents Attach Project Photos Add Project Tasks (Integrates with Apple Notifications) Add Project Events (Integrates with Apple Notifications) Add Ongoing Project Notes Add Multiple Products (Quantity, Unit Price, Product I.D., Description) Send Text or Email to ALL Project Contacts with 1 Click COMPANIES TAB Add Contacts to a Company Arrange Contacts in ANY order View Projects connected to this company Add New Project Add Events (Integrates with Apple Notifications) Add Tasks (Integrates with Apple Notifications) Add Ongoing Call Logs Send Texts or Email to ALL contacts at this company w/ 1 click Share all contacts at this company with 1 click PEOPLE TAB See Project that this contact has been linked to Add Events (Integrates with Apple Notifications) Add Tasks (Integrates with Apple Notifications) Add Ongoing Call Logs GROUPS TAB Add Groups from desktop or mobile versions Arrange Groups in ANY Order Organize Groups by using movable blue divider bars Send Text or Emails to all contacts in Group w/ 1 touch GOALS SCREEN Set up Goals for the year by month (automatically creates quarterly and annual goals) ACTIVITY & PIPELINE SCREEN Can be viewed by Month, Quarter or Annual YTD Tracks Number of Projects Won or Lost Tracks Sales vs Goals Shows Pipeline of ALL open Projects and value Designed from the salesperson's point of view. Finally a CRM that is BOTH Powerful and ... actually Easy to Use
What's new in this version
We're always working to improve your experience. This version makes some cosmetic improvements and enhances security features.