Best in class small & midsize business
Customer Relationship Management ~ CRM
Salesforce Automation ~ SFA
Customer Service & Support ~ CSS
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Customer relationship management
Envision sales cycle management from prospect to implementation. Imagine anyone in the
company with authorization having the ability to assist customers with confidence; knowing all the required
information is immediately available at their fingertips.
Experience these and the many other benefits of ACCTivate!'s CRM functionality and make improved customer acquisition, retention & satisfaction a reality.
Experience these and the many other benefits of ACCTivate!'s CRM functionality and make improved customer acquisition, retention & satisfaction a reality.
ACCTivate! Customer Resource Management
is customer-centric CRM software
that is scalable, flexible, customizable, and the most robust solution
in the market for small and midsized businesses.
ACCTivate! Salesforce Automation
Transform your small & midsized business sales activities
with ACCTivate! salesforce automation tools
Key features
>
Lead management: Online lead capture,
offline list imports, lead assignment, customizable lead
qualification data fields, & lead history information
>
Contact & customer management: Manage & share an unlimited number of contacts & account
profiles, create custom-defined fields, maintain complete customer history, search capabilities
>
Marketing lists:
Manage prospect & customer marketing communication materials, unlimited number
of mailing lists, ACCTivate! Mail Wizard for exporting lists, ACCTivate! Broadcast email Wizard
>
Sales opportunity & activity management: Custom-defined fields, Customized naming,
>
Sales order management:
Customer information & detailed purchase history, credit status, customer sales cycle phases & probability increments, Activity management, Alerts
service history, ACCTivate! Quick Quote, convert quotes to orders with 1 click, mobile sales orders
ACCTivate! Customer Service & Support
Ensure consistent, personalized care for your customers
with ACCTivate! Customer service & support for small & midsized businesses
Key features
>
Customer service:
Service ticket management, customer communication tracking, escalations & alerts,
reminders & collaboration, customer information repository, return merchandise authorization (RMAs), custom fields, search capabilities
>
Customer self service portal:
Provide 24/7 access to account, balance due, order history & details,
payments and shipment tracking information
>
Help Desk & Technical support: Trouble ticket management, communication tracking, custom fields,
search capabilities, escalation management, reminders & collaboration, capture billable and non-billable time and materials
>
Issue tracking & management:
Tracking & trending of product issues, defects, bugs, service issues
and product enhancement requests
ACCTivate!'s tools for credit, receivables & collections
empower small & midsized businesses to gain control of cash flow & risk management
Key features
>
Receivables management:
Customer credit information management, credit limits, automated credit
management, collection notes, promise to pay recording with alerts, billing dispute recognition.
> Alerts:
Overdue invoices, credit holds, over credit limit
>
Customer research:
Summary and detailed Invoice histories, payment history, account balances,
account history, notes, search capabilities, reporting
>
Collections: Sort & prioritize collection accounts, research account history, customer contacts
and communication history, promise to pay history & dates
History, reporting, forecasting & trend analysis
ACCTivate! places a wealth of information at users’ fingertips
enabling reporting, forecasting, analysis and more
Key features
> History:
Complete account history, customer communications, orders, detailed products purchased,
payment & credit history, notes
> Reports: Create unlimited reports with Crystal Reports® for pipeline analysis &
forecasting, sales trends,
gross margin analysis, win-loss analysis, customer service trending and analysis and review or other CRM information.
Scalable, secure platform with web & mobile integrations
Built for today’s demands & tomorrow’s growth ~
ACCTivate! is scalable, secure, flexible software that will nurture your growing business
Key features
> Industry-standard components such as Microsoft SQL Server®
> Custom reports utilizing Crystal Reports®
> All customer data maintained locally within system
> User-level permission management
> Web integration
> Mobile applications integrated with PDA and handheld devices
> Data import & export
> Drill-down and drill around information access
> Custom fields
> System-wide notes
> Activity management, alerts and collaboration
> Custom reports utilizing Crystal Reports®
> All customer data maintained locally within system
> User-level permission management
> Web integration
> Mobile applications integrated with PDA and handheld devices
> Data import & export
> Drill-down and drill around information access
> Custom fields
> System-wide notes
> Activity management, alerts and collaboration
Best in class small & midsized business CRM
ACCTivate! Customer Resource Management Software
Salesforce automation & Contact management
Place powerful salesforce automation, contact management and sales opportunity management tools in the hands of your salesforce, managers, and executives with ACCTivate!
Customer Relationship Management for small and midsize businesses. This dynamic set of highly-customizable CRM tools enables company-wide visibility, access, collaboration and
analysis into the sales and account management process.
Key features
Lead management
Customer & contact management
Marketing lists
Sales opportunity & activity management
Sales order management
History, analytics & forecasting
Customer & contact management
Marketing lists
Sales opportunity & activity management
Sales order management
History, analytics & forecasting
Salesforce automation begins with automating lead management. ACCTivate! simplifies lead acquisition, organization & the ongoing management ensuring an optimized lead flow.
Lead acquisition
Online lead capture
Online lead capture
> Automatically add contacts from online response forms
> Track specific online source information from landing pages or forms
Offline list imports
> Easily add contacts from offline sources lead providers, mailing list vendors, trade shows, seminars,
direct mail and other offline sources.
> Import prospect lists from any Excel or standard CSV file. Information may include a wide variety
Individual lead managementof information including contact information, ship to addresses, source, product information, product components, product prices & custom
field information.
> Quickly add, edit and search for leads & prospect
Lead assignment
> Assign leads to salespeople by branch locations, territories, by product line, or other physical or virtual segments
> Easily reassign a lead with a single click
Lead qualification> Customize qualification data to fit individual business needs and sales process
> Qualification field can accept freeform text or function as a drop down list to ensure consistent
Lead history use of qualification terms by salespeople
> Search complete history of all leads and customer information, including notes
Aggregation of customer data and history information provides complete visibility and access to everyone in the company.
Account & contact information
> Manage & share an unlimited number of contact and account profiles
> Use custom-defined fields to allow for the capture of industry or company specific information
> One screen viewing of all customer history, including marketing information, orders, invoices, credit memos,
> Complete history of communications with customer including phone calls and email exchanges
> Use custom-defined fields to allow for the capture of industry or company specific information
> One screen viewing of all customer history, including marketing information, orders, invoices, credit memos,
payments, products purchased, sales, credit status and customer service calls
> Cross-reference lookup of customer part numbers with company part numbers and enter sales orders with either number
> On-screen map button displays map of customer address> Complete history of communications with customer including phone calls and email exchanges
> Identify and track marketing communication materials that prospects or customers are to receive such as
> Customers may be assigned to any, all or no lists
> Easily manage customer list participation through checkbox management
> Use the ACCTivate! Mail Wizard to quickly export mail list contact information in .csv file format for
catalogs, newsletters, direct mail or emailings, special promotions, VIP invitations, or annual reports.
> Maintain an unlimited number of mailing lists> Customers may be assigned to any, all or no lists
> Easily manage customer list participation through checkbox management
> Use the ACCTivate! Mail Wizard to quickly export mail list contact information in .csv file format for
direct mail merge using with Microsoft Word® or to send a printer
> email campaigns can be managed using the ACCTivate! Broadcast email Wizard or by exporting a contact file with email addresses to provide to an external email provider
Customize ACCTivate! to fit your sales process methodology
> Create custom fields for recording, tracking & reporting for any additional company-defined opportunity
management information useful for your sales process methodology. Field customization includes field name and entered data types which can be
text, numeric, currency, checkbox, list or date.
> Customize naming & sales cycle phases displayed in the status drop down list using as many or as few types as needed (Lead, Prospect, Suspect, Open, Qualified, etc)
> Customize probability of winning (ex: list of probability % in company-defined increments)
Back to top
Activity management with Business Activities & Alerts
Opportunity activity tracking and alerts utilize ACCTivate!'s system-wide business activity functionality. ACCTivate! Business Activities enable the management and tracking of
any activity, issue, follow-up, event or project.
Each time a user logs into ACCTivate!, they are presented with a current list of Alerts and Business Activities.
> Alerts are reminders that can be filtered by type and due date.
Managers, or those with permission, can
view other users’ alerts and assign alerts to others. Examples can include at-risk deal alerts, near closing alerts, or any other item needing
a reminder or highlighted.
> Assign, manage and track opportunities throughout the sales process with Business Activities.
An activity could be a sales call, customer communication, client quote request, milestones or virtually any other activity associated with the
sales process.
> Each activity can include description, notes, email communication history, resolution description, due date,
status, closure date, task owner/assigned to, priority, and additional activity information.
> Activity scheduling & assignments:
Activities & alerts may be scheduled for yourself or for
others (with permissions)
> Enable Escalation management using alerts such as account manager notification of customer
service issues, management notification of priority sales requests, etc.
> Business activities may be cross-linked within sales or company-wide
> Business Activity & Alerts fields may be customized
Information access
Quickly access all the information needed to know prior to sales calls, issuing quotes or accepting orders including:
> Customer details:
Detailed history, notes, email history, sales history with products previously purchased
and more
> Pricing flexibility: Multiple customer pricing options including contract pricing, multi-tiered
pricing,
customer specific pricing, cost plus pricing, and discounting options.
> Product & inventory:
Real-time, at-a-glance visibility to inventory availability & product information including
on-order, by warehouse location, product descriptions and detailed inventory and warehousing information
> Credit status: Automatic credit checks with formal sales quotes and sales orders, access to
credit history (with permissions)
> Customer service history: On-line review of current open tickets and issues, complete history
of all billable and non-billable service items
Quotes to orders with 1 click
Mobile sales orders
Visit the ACCTivate! Sales order management solution section to learn more how ACCTivate! facilitates customer-centric sales and order processing.
> Quick Quote enables a quick determination of customer pricing based on an entered quantity,
% discount, the customer’s contract pricing and other pricing variables.
> Create written sales quotes from one screen, with automatic credit check, then print and/or
email the quote from ACCTivate! with the quote attached as PDF file.
> Convert a Quote to an Order with 1 click – just add products and any special instructions and print
> Classify rejected quotes and cancelled orders by reason with annotation for analysis in the and/or email the order to the customer from ACCTivate! as PDF file attachment
Lost Business Analysis report
Mobile sales orders
> Create sales orders from a wireless device such as PDA while at a customer location, at a
tradeshow or from your showroom.
> Can be combined with barcoding technology allowing products to be scanned to complete order entry
> Orders are accepted in real-time via a wireless or cellular connection to the ACCTivate! system
Visit the ACCTivate! Sales order management solution section to learn more how ACCTivate! facilitates customer-centric sales and order processing.
> Complete historical record of contacts, emails, formal sales quotes, orders, products purchased and any
other associated history related to the account is maintained in ACCTivate!
> The Business Activity Review provides a 1 click overview of all sales opportunities and may be further
filtered by status, resolution, & priority date by 1 click of a drop down menu.
> Create unlimited reports with Crystal Reports® for pipeline analysis, sales trends, gross margin analysis,
win-loss analysis, and review or other sales opportunity information.
Best in class small & midsized business CRM
ACCTivate! Customer Resource Management Software
Manage customer service
precisely
consistently
across the organization
Ensure high-quality, consistent customer interactions across all business channels. ACCTivate! is the powerful customer service software that will keep your customers
delighted and your support operations running smoothly.
Key features
Customer service & support
Customer self service portal
Help Desk & technical support
Issue tracking & management
History & trend analysis
Customer self service portal
Help Desk & technical support
Issue tracking & management
History & trend analysis
At the heart of ACCTivate!'s Customer Service & Support system is Business Activities, ACCTivate!'s customer-centric activity tracking and alert functionality. ACCTivate! Business Activities enables the management and tracking of service requests, associated activities, issue trends, follow-up activities, returns handling, and escalations.
Service Ticket Management & Escalation
Capture, track and manage service requests across a variety of channels to establish centralized customer support that can be handled by anyone with company (with permissions).
> Assign:
As service calls are received, tickets are opened within Business Activities, ACCTivate! assigns an
activity or case number, and the service request is assigned to an individual, a user group or a department.
> Monitor:
Track workflow progress and service levels with one screen access to service request activity.
Information presented may be viewed by status, resolution, & priority date entered, date due, date completed, next appointment date, entered
by and assigned to or further filtered based on description, customer, contact name, phone number, or reference
> Review:
Detailed information for each ticket may be viewed from the Business Activity screen and information
may be sorted by each field including: # assigned by system, date due, promised date, status, code (routine service, needs information, quality
issue, missing shipment), priority, description, related item, contact, estimated hours to close, reference notes, or customer-defined custom fields
> Search:
Quickly search through all service history via Look Up functionality based on specific criteria
(customer name, ticket #, etc) or analyze trends by viewing through criteria selection (status, resolution, etc) and date restrictions (today,
overdue, anytime, etc.)
> Customer communication:
Keep customers updated on the progress of their service request with status
emails generated within ACCTivate! All customer communication
& activities, including email history, is tracked and can be viewed from the customer screen.
> Reminders & collaboration:
Alerts may be set as reminders to ensure follow-up or can be forwarded to team
members, such as a sales request received by a customer service associate during a customer service call.
> Escalations & alerts:
Rules-based alerts can be established for escalation management when pre-established
business conditions occur, such as tickets reaching overdue status or if a ticket priority status changes.
> Customize for your business needs:
Business Activity & Alerts Lists and values may be customized
and custom fields may be added.
Customer information repository
Customer data and history information is consolidated with single screen access available to everyone in the company (with permissions).
Customer data and history information is consolidated with single screen access available to everyone in the company (with permissions).
> Manage & share an unlimited number of contact and account profiles
> At-a-glance history provides access to customer service history, order history, product previously purchased
and marketing materials previously received
> Add Customize Fields to allow for the capture of industry or company specific information
> On-screen map button displays map of customer address
Return Merchandise Authorization (RMAs)
Customer service associates can efficiently handle returns with ACCTivate!'s Return Merchandise Authorization (RMA) process. Returns are tracked with a system-generated RMA activity number which allows for easy follow-up access to all RMA information.
Customers may also be notified of RMA progress steps, such as return received and new item shipped, with system generated emails.
Customer service associates can efficiently handle returns with ACCTivate!'s Return Merchandise Authorization (RMA) process. Returns are tracked with a system-generated RMA activity number which allows for easy follow-up access to all RMA information.
Customers may also be notified of RMA progress steps, such as return received and new item shipped, with system generated emails.
Provide customers 24/7 access to account information with ACCTivate!'s Customer self service portal. Using a templated or “white labeled” design, the portal is customizable allowing companies to maintain their brand identity and the look and feel of their website.
Account information available to customers via the customer self service portal includes:
> Account: Current account profile information
> Balance due: Current total balance due
> Order history:
Order history with order number, order date, order status, PO number, and ship to address,
complete detail of products shipped and one click shipment tracking for FedEX, UPS and DHL.
> Invoice history:
Invoice history with invoice number, invoice date, terms, due date, order number, PO number,
amount, and running balance with drill down by invoice numbers to individual invoices or order numbers
> Invoice details:
Individual invoices with bill to, ship to, order number, PO number, terms, due date, shipping
method, shipping carrier, shipping service level, shipping tracking number, product ID, product quantity, product description, price, line item
amount, and total amount Invoice, amount paid and balance due.
> Payments:
Payment history with date received, amount, method of payment and distribution
to invoices invoice information
> Shipping tracking: Shipment tracking number links to shipper website and pre-populates field
with tracking number for easily tracking of shipments
Help Desk & Technical support
Trouble Ticket Management & Escalation
Optimize Help Desk and Technical support operations with ACCTivate! Business Activities for the tracking and management of trouble tickets and associated activities.
> Assign:
As calls are received, trouble tickets are opened within Business Activities, ACCTivate! assigns an
activity or case number, and the trouble ticket is assigned to an individual, a user group or a department.
> Billable support:
Easily add time and materials tracking to the trouble ticket for invoicing.
> Non-billable time and material tracking:
Time and material may be tracked but not billed to a customer
> Monitor:
Track workflow progress and service levels with one screen access to service request activity.
Information presented may be viewed by status, resolution, & priority date or further filtered based on
> Review:
Detailed information for each ticket may be viewed from the Business Activity screen and information
may be sorted by each field including: # assigned by system, date due, promised date, status, code (routine service, needs information, quality
issue, missing shipment), priority, description, related item, contact, estimated hours to close, reference notes, or customer-defined custom fields
> Search:
Quickly search through all service history via Look Up functionality based on specific criteria
(customer name, ticket #, etc) or analyze trends by viewing through criteria selection (status, resolution, etc) and date restrictions (today,
overdue, anytime, etc.)
> Customer communication:
Keep customers updated on the progress of their service request with status
emails generated within ACCTivate! All customer communication & activities, including email history, is tracked and can be viewed from the
customer screen.
> Reminders & collaboration:
Alerts may be set as reminders to ensure follow-up or can be forwarded
to team members.
> Escalations & alerts:
alerts can be established for escalation management when pre-established business
conditions occur, such as tickets reaching overdue status or if a ticket priority status changes.
> Customize for your business needs:
Business Activity & Alerts Lists and values may be customized
and custom fields may be added.
Issue Tracking & Management
Improve quality assurance and assist product management with the tracking and management of product defects, service issues, product enhancement requests, and other issues.
> Capture issues for resolution and/or trend analysis
> Identify common issues and business impacts
> Prioritize enhancement requests for improved product development decision-making
> Identify common issues and business impacts
> Prioritize enhancement requests for improved product development decision-making
History & Trend Analysis
>
Complete historical record of customer service requests, trouble tickets, billable and non-billable service items,
customer communication, orders, products purchased, marketing materials received and any other associated history related to the account is
maintained in ACCTivate!
> The Business Activity Review provides an overview of all customer service issues and may be further filtered
by status, resolution, & priority date.
> Create unlimited reports with Crystal Reports® for customer service trend analysis, service level performance
measurements and additional customer service and support analytics.
Best in class small & midsized business CRM
ACCTivate! Customer Resource Management Software
| CRM Customer Service Software | CRM Customer Service Software |
| CRM – Service ticket management | CRM– Customer self service portal |
| CRM – Service request escalation | CRM– Help Desk software |
| CRM – Customer information repository | CRM– Issue tracking & management |
| CRM – Return Merchandise Authorization | CRM– History & trend analysis |
Efficient receivables and credit management is critical for optimizing customer relationships, minimizing risk and maximizing cash flow. ACCTivate!'s comprehensive credit management system places pro-active tools in the hands of credit managers allowing them to:
> Prevent:
New sales quotes and orders are automatically checked against pre-defined credit terms and limits
> Identify:
Credit alerts provide early identification of credit issues and enable proactive management of
developing situations
> Investigate:
Easy access to current & historical customer information including credit limits, order activity,
payment history, current balance & overdue status provides the research required for situation assessment
> Decide:
Informed decision-making in situation-specific circumstances empowering managers to decide on the
best path for handling critical customer relationships
> Record:
Record promises to pay and follow-up to confirm promise has been honored.
> Collect:
Upon contacting the company, record any payments received or new contact information identified.
> Dispute Recognition:
Disputed charges may be flagged and added to a special alert list for follow-up.
Disputed charges are excluded from credit control.
Key features
Visibility and control are at the heart of ACCTivate!'s credit management system. Users that have been assigned credit management permission can easily access all credit
information required to automate and efficiently manage receivables activities.
Customer credit information management
In addition to the standard customer contact and account history information, ACCTivate! allows for customer credit management to be maintained including:
> Terms:
Defines the standard payment terms for the customer. The terms may be overridden (with authorization)
during order entry.
>
Credit limit: Over limit accounts require authorized approval before an order can be processed.
>
Credit rating & source: Ability to store standard credit information & the source of the credit information
and rating (credit bureau).
>
Company financial information: Various fields are available for storing information relating to the
customer’s annual sales, ownership style, DUNS number, etc.
Access to customer credit information is permission-based and allows for users to be restricted to no access, view-only access or may provide a user with full access and maintenance ability.
Setting limits
Credit terms and automation of the decision process is established on a customer-specific basis. Situations which can be implemented (any or all) to automatically deny credit include:
> Overdue invoices which exceed a pre-defined, customer-specific grace period
> Over credit limit
> No preset credit limit for customer with proven credit worthiness with unrestricted credit.
> Manual credit hold for customers that require credit evaluation for each order placed.
Automated credit management
When a new sales quote or sale order is entered, ACCTivate! automatically reviews the customer’s credit status.
> Credit OK:
If the customer's credit is approved, the words Credit OK will appear in green to the right of the
Bill to Address
> Credit Hold:
If a credit hold condition or other hold condition exists, the condition will be displayed in red on
the screen. To override a hold, the user clicks on the red condition status button and a user with Override authority must enter a password
ACCTivate!'s credit alerts provide one screen visibility and access to customers in credit held status and overdue invoices.
Overdue invoices
The Overdue Invoices status is displayed if the status option has been established for a customer and the customer has unpaid invoices older then the indicated grace period.
Overdue Invoices may be viewed as a summary list containing all invoices that are overdue for the current day with drill down capability to individual invoice details.
Credit held orders
Customer orders may be automatically placed in a held condition if the customer’s credit condition falls below standard credit policy before the order is shipped.
Once an order is held, it may not be processed until the credit condition improves (i.e., overdue invoice is paid) or until the credit hold is overridden by someone with authority to do so. Credit hold overrides are tracked automatically for audit and credit review purposes. This single order override feature provides considerable latitude to negotiate payment arrangements in exchange for limited product shipment.
Credit Held orders may be viewed as a summary list containing status, customer name, balance due, terms, credit limit and salesperson and each order has drill down capability to view the customer credit information and any associated notes.
Overdue invoices
The Overdue Invoices status is displayed if the status option has been established for a customer and the customer has unpaid invoices older then the indicated grace period.
Overdue Invoices may be viewed as a summary list containing all invoices that are overdue for the current day with drill down capability to individual invoice details.
Credit held orders
Customer orders may be automatically placed in a held condition if the customer’s credit condition falls below standard credit policy before the order is shipped.
Once an order is held, it may not be processed until the credit condition improves (i.e., overdue invoice is paid) or until the credit hold is overridden by someone with authority to do so. Credit hold overrides are tracked automatically for audit and credit review purposes. This single order override feature provides considerable latitude to negotiate payment arrangements in exchange for limited product shipment.
Credit Held orders may be viewed as a summary list containing status, customer name, balance due, terms, credit limit and salesperson and each order has drill down capability to view the customer credit information and any associated notes.
Invoice and payment history is available with one screen viewing of summary & detailed information including:
> Current account balance and aging balances
> Unapplied credits and payments
> Summarized invoice information with drill down access to individual invoice details
> Unapplied credits and payments
> Summarized invoice information with drill down access to individual invoice details
ACCTivate! helps prioritize and manage the collections process.
> Prioritize:
Sort and prioritize accounts based on criteria such as balance due, promised to pay,
by invoice aging or by other prioritization criteria.
> Research:
View account history and review customer information and all contacts, emails &
notes regarding the collection attempts history
> Act:
Armed with account knowledge, take action and contact the customer to discuss the account status
and obtaining payment
> Update:
Enter new contact information obtained such as update emails, phone numbers or address information.
Record notes from the call and any promise to pay commitments and dates
> A complete historical record of customer communication, orders, invoices payments, products purchased,
credit history and other associated credit & collections information relating to the account is maintained in ACCTivate!
> Create unlimited reports with Crystal Reports® for customer service trend analysis, service level performance
measurements and additional customer service and support analytics
> Conduct trend analysis utilizing ACCTivate!'s historical date repository for uncovering opportunities to of improve
working capital and enhance productivity with limited resources.
Best in class small & midsized business CRM
ACCTivate! Customer Resource Management Software
| CRM Credit & Receivables Management | CRM Credit & Receivables Management |
| Credit – Receivables management | Credit – Alerts |
| Credit – Customer information | Credit – Customer research |
| Credit – Credit limits | Credit – Collections |
| Credit – Automated credit process | Credit – History, reporting, trends |
Below is an extensive list of the Customer relationship management CRM capabilities of ACCTivate! Some features are optional.
> Account & contact information repository
> Activity management and alerts> Alerts for items requiring action
> At-a-glance access to key information
> Automated credit limits
> Broad customer data access
> Broadcast emails
> Collection process management
> Configurable permissions for each user
> Contact history & notes> Credit & receivables management
> Credit alerts – overdue invoices, holds,
> Custom fieldsand over limit status alerts
> Customer contact management
> Customer issue tracking
> Customer order status & history
> Customer self service portal
> Customer service & support (CSS)
> Customer service ticket management
> Drill down & drill around information access
> email communication management> email history
> Employee task assignments
> Escalation process management
> Extensive customer information
> Follow-up reminders
> Flexible naming & data options for
> Help Desk & technical supportsupporting varying sales methodologies
> History, analytics & forecasting
> Integrated with business operations &
> Issue tracking & managementaccounts receivable
> Keyword lookup
> Lead acquisition management
> Lead assignment
> Lead history & notes
> Lead management
> Lead qualification management
> Marketing list management
> Mobile sales orders
> Multiple contacts per customer
> Notes throughout the system
> Offline list imports
> Online lead capture
> Opportunity management
> Outside sales
> Overdue invoice management
> Pipeline management & analysis
> Prospect management
> Purchase history mining
> Quotes to orders with 1 click
> Sales activity management
> Sales cycle management
> Salesforce automation (SFA)
> Sales opportunity management
> Sales order management
> Sales lead tracking
> Tasks, appointments & reminders
> Track lead source & stage
> Lead acquisition management
> Lead assignment
> Lead history & notes
> Lead management
> Lead qualification management
> Marketing list management
> Mobile sales orders
> Multiple contacts per customer
> Notes throughout the system
> Offline list imports
> Online lead capture
> Opportunity management
> Outside sales
> Overdue invoice management
> Pipeline management & analysis
> Prospect management
> Purchase history mining
> Quotes to orders with 1 click
> Return merchandise authorization (RMAs)
> Sales & payment history> Sales activity management
> Sales cycle management
> Salesforce automation (SFA)
> Sales opportunity management
> Sales order management
> Sales lead tracking
> Tasks, appointments & reminders
> Track lead source & stage
> Trouble ticket management with billable
and non-billable time & materials
> Unlimited custom reports using
Crystal Reports®
Best in class small & midsized business CRM
ACCTivate! Customer Resource Management Software
Inventory
Warehousing
Purchasing
CRM . . . . . . . . . . . .
Sales order management
EDI
Mobile Computing
Picking & shipping
Service management
Reporting
Foundation
Warehousing
Purchasing
CRM . . . . . . . . . . . .
Sales order management
EDI
Mobile Computing
Picking & shipping
Service management
Reporting
Foundation
Download
ACCTivate! results
"ACCTivate! is the main source of information internally regarding anything that's going on with a customer account."
Schean Barrett,
Director of Marketing,
Performance Racing Warehouse
Schean Barrett,
Director of Marketing,
Performance Racing Warehouse
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