CRM Advance Business Management System


Customers begins with a dashboard for each of your accounts. From the dashboard you have critical information, as well as navigation to the various modules in the system.


Vendors contain all your critical information on vendor account and contacts and allows you to set your preferences for how vendor accounts are handled.


Contacts also has its own unique dashboard. By selecting contacts from the list view, or using the global search, you are directed to a dashboard that identifies all the vital data for that contact.


Leads are a priority for any sales organization. Advance™ leads can be placed in a queue for distribution and then automatically fed to sales people.


Opportunities represent your sales pipeline. An opportunity can be created to identify unique sales possibilities and track their progress for sales.


The projects module is designed to manage details related to larger opportunities. This module will give you an overview of the tasks required to be completed by project.