Accounts
Centralize all your relationship management with the Accounts module. Effortlessly manage customers, leads, and vendors in one unified platform. Gain a holistic view of your interactions, streamlining your sales and customer service processes. This module provides a foundation for organized and efficient relationship management.
Addresses
Organize crucial contact details with the Addresses module. Store and manage phone numbers, email addresses, important dates, and links, alongside custom demographic information. This ensures a consistent and comprehensive view of your contacts. Simplify data management with customizable fields to fit your unique needs.
Content Management System (CMS)
Take control of your website content with the integrated CMS module. Manage blog articles, news, events, and page content with ease. Handle page redirections seamlessly for optimal user experience. Enhance your website's functionality and maintain a dynamic online presence.
Communications
Reach your audience effectively with the Communications module. Send targeted newsletters, bulk SMS messages, and generate trackable QR codes for direct marketing campaigns. Enhance customer engagement with versatile communication tools. Track campaign effectiveness and optimize your outreach.
Drug Testing
Manage drug testing programs efficiently with this specialized module. Track subjects, schedule tests via email or text, and record results. Maintain a full chain of custody and utilize digital signatures for court compliance. Ensure accurate and compliant drug testing processes.
Human Resources
Simplify HR management with tools to track job openings, candidates, payroll, and time information. Ensure compliance with state and federal regulations. Manage employee data efficiently and streamline HR processes. Maintain accurate records and enhance employee management.
Security
Protect your valuable data with robust security features. Utilize pre-defined or custom security groups to control user access. Benefit from a software-based firewall and an intrusion detection system for enhanced protection. Implement business rules with ease and maintain a secure environment.
Settings
Customize your CRM experience with comprehensive global and module settings. Tailor the system to your specific business requirements with intuitive controls. Adapt workflows and functionalities quickly to meet evolving needs. Gain complete control over your CRM environment.
Tools
Streamline data management with powerful tools for bulk data uploads and document management. Import large datasets into your modules efficiently. Attach relevant documents to records or make them generally accessible. Enhance productivity with tools designed for seamless data handling.
Users
Manage user access and permissions with the Users module. Assign users to accounts, grant specific security rights, and track user interactions. Ensure accountability and maintain a secure environment by monitoring user activity. Control who has access to what is within your CRM.