Amphis Customer is a Contact Management, Invoicing, Jobs and CRM Software package designed to make it easy to manage your Contacts and Appointments, generate Quotes and Invoices and organize your Jobs. Keep in touch with your Contacts using Email, SMS Messages, Mail Merge, Customer Letters or Email Marketing. Reminders help you stay organized. Customizable Today View shows per user the Reminders and Appointments for today. Appointments View shows per user the Appointments for the current month. Create Quotes and Invoices in seconds either free-text or itemized from a Parts Database. Track Invoices and send Payment Reminders or Statements at the click of a button. Record a Salesperson against an invoice and show Sales per Salesperson. Also supports Credit Notes, Receipts and Refunds. Organize your work and projects with Jobs, Job Sheets and Tasks assigned to specific people. Email Job Control Sheets to Engineers or create Appointments in their Shared Outlook Calendars. Email Templates allow you to send standard Emails and standard Email replies including attachments using Outlook for your Email Marketing. Appointments and Tasks can be linked to Outlook. Email documents as PDF files. The Customer History is all in one place. Store Customer notes and attach files to Customer History entries. Store Supplier information and Supplier Invoices. Create Supplier Purchase Orders. Customizable fields and Custom reports to store the data and generate the reports your business needs. Single or multi-user sharing Customer Data and Documents on an office network. Also supports using Microsoft SQL Server for the Database for superior performance and scalability. Amphis Customer reached the final for a CRM Award in the Software Satisfaction Awards 2011 and 2012. Latest features include emailing Job Sheets to Engineers, Shared Outlook Calendars, Search Jobs facility, and checkboxes to select which Sales Taxes to apply to Invoices
What is new in this release:
Version 3.0.139 supports emailing Job Sheets to Engineers, Shared Outlook Calendars, Search Jobs facility, checkboxes to select which Sales Taxes to apply to Invoices
Requirements:
Microsoft Word 2003
Limitations:
60-day/100-customer trial
Comments not found