Add-ons for Pastel Partner Accounting Products

 

PDI CRMLite

PDI CRMLite Image

CRM Lite - discover the power of Customer Relationship Management without breaking the bank!

Maintain customer and prospect additional contact details.

Record tasks with follow-up dates against customers and prospects, indicate which user should follow-up.

View Customer Invoice and Order History along with outstanding balances.

View the complete customer quotation/Order or Invoice by double-clicking a transaction. The screen displays the full details of the product/services being ordered/invoiced in both home and customer currency. All VAT and discounts are also included on the screen.

List the outstanding tasks in either grid view or in a weekly calendar view. Display only your open tasks or all users open tasks.

Prospect details can be easily converted directly to your Pastel accounts, transferring all additional contacts and activities that have been recorded, using the CRM-Lite Transfer Wizard.

Select the Prospect to transfer and complete the settings such as invoice currency, statement method, discounts, default pricing, credit terms and limits and CRMLite will automatically transfer the details directly to Pastel.

As well as capturing activity/tasks against your existing Customers and Prospects, CRM lite also allows you to capture Sales opportunities.

Your Price:£80.00
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