The CRM Module allows you to store all of your customer information in one place.

Data can be entered directly or via an online form.

Universal module nature means all field parameters are controlled by the users, including name, position, format, default values, nature, notifications, mail-merge settings, lookup table values and more.

Upload Mail-Merge templates and insert custom values.

Search across all fields in multiple formats at once.

Create your own reports and download pre-formatted data files.

Allow third-parties to access certain information on their own behalf, whilst keeping certain information private.

• Universal, user definable CRM Module

• Manage all field information yourself

• Pre-determined field types, automatically dictate search options e.g. Calendar displayed for date fields

• Mail-Merge functionality

• Create your own reports

• Download results in a pre-formatted data file

• Full Notes and Email Notification options

• Automatically link to customers documents in the main database

• Use optional online forms to input data