CRM/Relationship Management

Manage ALL Relationships - Prospect, Customer, Vendor, Employee, etc.

With TaskWise's relationship management functionality, you can track leads and prospects, monitor and report sales pipelines, convert prospects into customers, record marketing data and network profile data, in addition to tapping into the data of SouthWare^® such as open quotes, orders, service tickets, history, account balance, etc.

Features Include

• Tight Security - Only see relationship assigned to you if necessary.
• Track all activity w/ relationship such as calls, appointments, emails, letters, etc.
• Generate email or letter right from relationship record
• Generate marketing blasts via email, letter, etc.
• Attach documents such as RFP's, drawings, signed quotes, etc.
• Task creation, tracking, prioritization, follow-up
• View and drill down into history of tasks, orders, invoices, account balance, service contracts, etc.
• Unlimited contacts per relationship
• Pipeline activity, tracking and analysis
• Sales Management tools, reporting and analysis
• Exception Management functionality
• Much, Much more!