Overview >> Company Relationship Management
Company Relationship Management
A synopsis of each company's information is displayed on a single scrollable window.
Selecting a company or contact provides further information such as:
- Address, contacts and categories.
- Unlimited contacts with a history of all correspondence.
- Appointment scheduling and diary management facilities.
- Document management, providing links to related files.
- Mail and email facilities to create personalised letters and emails.
- Seamless integration with MS Outlook for synchronisation of emails, calendar and
contact information.
To find out more about Agency Pilot or request a demonstration, please
contact us
