Account Management Software

Octalsoft CRM account module presents a simple and straight forward interface to manage accounts. Apart from basic information fields, the history section at the bottom helps in monitoring potentials, contacts, notes, activities and products categorized by account. This aids in visualizing prospects and opportunities for deals that may otherwise be hard to identify. With the parent-child assignment to denote accounts and their subsidiaries, it is easy to focus on businesses specifically and assess their position with regards to closing deals. So, it would suffice to say that with Octalsoft CRM you are certain to raise your revenue.

Benefit:-

• Export accounts to spreadsheet software to analyze the buying patterns of a customer and set up loyalty programs.
• Generate printer savvy sales quotes, invoices and sales orders for the accounts.
• Store notes pertaining to accounts and keep track of contacts, opportunities and other details more elaborately.