Our Accounts module stores names and addresses of customers, prospects, independent sales reps, vendors, business partners, and other organizations. Each Account can be associated with other records such as Opportunities and Contacts. Create accounts individually or upload them as a batch by importing CSV files with contact list.

 

Major Features

Maintain real-time Account records

Create new Accounts using data cloning

View changelog of each Account for historical reference

Other Features Highlight

Instantly connect to new Vendors

Invite outside Customers to join our CRM Platform for one-source data hub

Manage and share protocols for data exchange with each account such as EDI settings, Web Services, or ERPs