Best in class small & midsize business
Customer Relationship Management ~ CRM
Salesforce Automation ~ SFA
Customer Service & Support ~ CSS
Contact Us
(866) 877-1311
Customer relationship management demo
Give customer relationship management a boost with ACCTivate!'s integrated CRM functionality. Aggregation of customer data and history information provides high visibility and access to the sales cycle and customer interaction management and empowers customer-focused decision making by everyone in the company. One system, end-to-end CRM, a fully-integrated platform for business management - ACCTivate!
Customer management
The Customer Information Window is segmented into several different tabs that together hold all of the information for each customer.
Click on any tab on the window to display more information.
Collections process
The following procedure chart suggests how ACCTivate! can help manage the collections process and improve the efficiency in your collection department.
Click on an image for more information.
Learn more today
Contact us at 866-877-1311 to talk about your needs or simply complete
the form and a specialist will contact you to discuss solutions.
Contact us at 866-877-1311 to talk about your needs or simply complete
the form and a specialist will contact you to discuss solutions.
Download
ACCTivate! results
"When sales or
our customer
service personnel
are looking at
open sales orders
or they're looking
at issues, they're
always using ACCTivate!."
Jeff Rowe,
Operations Manager
FOCUS Bikes
our customer
service personnel
are looking at
open sales orders
or they're looking
at issues, they're
always using ACCTivate!."
Jeff Rowe,
Operations Manager
FOCUS Bikes
Key features CRM
>
Mail list management
>
Sales lead tracking
>
Sales cycle management
>
Mobile sales orders
>
Broad customer data access
>
Multiple contacts per customer
>
Extensive customer information
>
Contact history & notes
>
Customer order status & history
>
Sales and payment history
>
Follow-up reminders
>
Customer issue tracking
>
Overdue invoice management
>
Broadcast emails
>
email history
>
Mobile access to information
>
Pipeline analysis
>
email administration
>
Integrated with business operations
Award-winning, integrated
Inventory Software delivering
the most value for the money
with Inventory Control,
Business Management & CRM
for QuickBooks.
Inventory Software delivering
the most value for the money
with Inventory Control,
Business Management & CRM
for QuickBooks.
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