CRMworx is a robust Contact Manager and quote/proposal creation tool for up to 20 simultaneous users (requires license for multiple users). Contact activities may be recorded and tracked with the Clients and Prospect modules. The Contact records of Individual representatives or Account Managers may be isolated or filtered by User Login and by Work Groups. CRMworx is a very flexible proposal or quote creation tool, which provides the end-user many options for multiple products, discounts, payment options and sales taxes. Here are some highlights of CRMworx as a quoting tool: Bill To and Ship To Addresses. Discount by Item or Order. Option to include special contract terms. Progress Payment Options. Detailed Table for Item Listing or Bill of Material and Labor, Option to Calculate Lease Payment, Option to add over-time rates. Option to create a trade-in schedule. Option to calculate commissions and to create a commission voucher and statement. Option to include Scope of Work and Job Task for Project Management. Option to include Sales Forecasting Data and Sales Lead Tracking.
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