CRM-Express Professional

This is a straightforward and reliable application worth having when you need to manage contacts, sales, orders and invoices with ease.

  • CRM-Express Professional
  • Version :2017.7.1
  • License :Trial
  • OS :Windows All
  • Publisher :PGCSoft

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CRM-Express Professional Description

CRM-Express Professional is a comprehensive and practical piece of software whose main purpose is to help any business to manage and organize information about customers, sales and orders.

The previously mentioned application supports multiple communication methods so you can stay in touch with vendors and customers via e-mail, fax and SMS, create and receive messages using customizable templates, schedule meetings, plan appointments and track all the events for the current month.

When you open CRM-Express Professional for the first time, you are required to create a new database where all the invoices, quotes and orders will be stored. After that, you can easily add new events and tasks, make calls with dial-up and call-timing, create sales performance and management reports and add new contact details.

The main window of the application is very simply and intuitive and enables you to navigate through options effortlessly. The left panel displays all of the available menus you can work with in an efficient way.

The ‘Address Book’ option helps you to add as many contacts as you want by adding important information such as address, department, division and e-mail address.

By accessing the ‘Calendar’ option you are able to view all the available events for the current day, week or even month. However, you can add new events as well.

In case you want to modify basic information about your company, you can access the Options menu available from the Home option that allows you to choose the preferred base currency, specify your tax and currency details, as well as calculate the sales price based on the markup or margin percentage.

Another feature that makes CRM-Express Professional to stand out is entitled ‘Campaigns’ (available from the left panel) that allows you to create a new mail campaign in order to promote your products.

To wrap it up, CRM-Express Professional proves to be a steady and reliable solution when it comes to managing your contacts and events, organizing sales and orders, as well as promoting your products via e-mail messages.

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