versaCRM

Video Tutorial

Overview

versaCRM is a flexible and powerful Customer Relations Management solution for storing and maintaining corporate Contacts and Organisations. versaCRM components can be accessed via the Navigation Sidebar My CRM icon (pictured below).

• Correspondences allow for communications to be sent without belonging to a Record.
• Contracts allow for creation and management of Contracts for specific Contacts or Organisations.
• Scheduled Maintenance can be applied for particular Contacts and Organisations, this can be handy to set reminders for things like independent contractor work ending or periodic purchases.
• The Address Book allows you to quickly search Contacts and create Cases with them as the Primary Requestor.