Increase Sales Productivity.
Sell smarter and make better decisions with real-time data of your business’ finance. Having all the information you need in one place means you can understand how your business is doing from a granular and global point of view, at any given moment.
Know where you stand.
Every contact provides you crucial information upfront. You get to know what type of customer they are, how much you owe them, how much is owed and if they are active in your rolodex or not.
Powerful Contact Master.
Customizing a contact to be so comprehensive and easy is what makes this part delightful. See receivables, payable accounts, payment terms, tax details and exemptions and add your own custom fields and notes.
Quick functions access
If you wanted to make a contact inactive or edit them we have a quick action that let’s you do it directly from the main screen.