MergeWare-CRM (Client Relationship Management)

Product: CRM
Purpose: Manage client information, invoicing, reporting & allow for custom modules.
Audience: Small to Medium business
Description: Manage client information with a simple to use interface. Maintain client/vendor history, from phone calls/emails to any action performed. Track incoming or outgoing payments, as well as create invoices! Have reports available such as Aging IN/OUT, Invoices, Client History, plus any customized report that you may need, all the while keeping it organized to each client.
Additionally, an Insurance Module is available to track QuickQuotes by client and be able to instantaneously reproduce them by linking to your existing or customized QuickQuote. As well, this can interface with existing TIFA application or any other application form. See how we compare with other CRM products.

Features/Benefits:
  • Information control and central storage
  • Add custom modules for department/company objectives