Account & Contact Management

User friendly Account & Contact Management keeps all your customers and prospects in a simple two-tier data structure: Accounts (companies and organisations) and Contacts (people who work there).  For every customer in your register you have an unlimited number of contact persons with personal information.

QBIS CRM is a customer management system that allows for detailed records of each of your customers. You can keep track of their contact information, financial information, transaction history, email and call history, customer service history, and much more.

• Easily search accounts and contacts
• Set up tasks to remind you of outstanding actions against each account, such as calling them back
• Assign accounts and tasks to other sales resources in your organisation
• Categorise your customers based on branch, size, revenue or your own types for analysis and statistical purposes.