Apps & Add-Ons
Services
Acute Data Systems
Tel: 800.761.3037
Fax: 800.801.8573
solutions@acutedata.com
We provide consulting, training, and support for various business solutions. Our approach is to make things simple and logical so you can make better decisions.
A CRM’s purpose is to assist your firm stay connected to customers and streamline procedures, which will increase your business relationships and profitability.
The more opportunities a customer has with your company, the better. CRMs assist organizations meet their consumers’ needs by allowing them to obtain a better understanding of their behavior and adjust their operations accordingly.
Features | Contact Management | CRM Pro |
---|---|---|
Real-time, two-way sync with QuickBooks | ||
Add customers and vendors | ||
View and create estimates | ||
View and create sales orders | ||
View and create invoices | ||
View and create sales receipts | ||
View and create purchase orders | ||
View and create bills |
Features | Contact Management | CRM Pro |
---|---|---|
Lead management | ||
Customer management | ||
Vendor management | ||
Unlimited contact records | ||
Unlimited custom fields | ||
Communication history | ||
Add tags | ||
Custom list views | ||
Self-serve contact portals | ||
Accept payments through contact portals | ||
Manage customer support cases |
Features | Contact Management | CRM Pro |
---|---|---|
Sales opportunities | ||
Custom opportunity stages | ||
Web to lead forms |
Features | Contact Management | CRM Pro |
---|---|---|
Send emails | ||
Email templates | ||
Activity management | ||
Activity reminders | ||
Calendar | ||
Workflow automation |
Features | Contact Management | CRM Pro |
---|---|---|
Custom reports | ||
Activities | ||
Estimates | ||
Invoices | ||
Sales receipts | ||
Sales opportunities | ||
Customer support cases |
Features | Contact Management | CRM Pro |
---|---|---|
Zapier integration | ||
Gmail add-on | ||
Outlook add-on | ||
Mailchimp integration | ||
Google Calendar integration | ||
API access |
Features | Contact Management | CRM Pro |
---|---|---|
Email support | ||
Live chat support | ||
Phone support | ||
Personalized demo | ||
Customer success manager | ||
Self-service help center |
Acute Data Systems
Tel: 800.761.3037
Fax: 800.801.8573
solutions@acutedata.com
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