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Marketing
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Marketing
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Sales Pipeline
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Track all opportunities and correspondance with leads, handling pre sales and post sales relationship management.
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Fully integrated with website
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Generate a lead with website/email, CRM collects info, track through to sales pipeline to sale
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eMarketing (email etc)
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Send marketing to email database
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Procurement marketing
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Suppliers can opt into relevant supply types or categories and you can quickly broadcast requests for quotes to all relevant suppliers in category.
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Time and product sales
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Sell both labour (multiple cost/sell prices) and products
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Sales Pipeline
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Sales Pipeline
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Simple sales or complex projects
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Quoting / Estimating / Acceptance / Variations
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Multiple quotes/estimates per job, details analysis, budgeting, templates at a product level to add groups of products quickly, multiple quote stencils to speed creation of quote, display line item costing to client, or create total price quote only.
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Project management, with task-driven detail
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Contract quoting and management
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Invoicing, Billing Milestone, Debtor Management
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Customer Management
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Customer Management
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Client Relationship Managment / Info Store
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Many fields for tracking customer and site information
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Web Portals, eMarketing, Pipeline Management
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Unlimited contacts for clients with all relevant information
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Quoting
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Quoting
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Simple sales or complex projects
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Quoting / Estimating / Acceptance / Variations
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Multiple quotes/estimates per job, details analysis, budgeting, templates at a product level to add groups of products quickly, multiple quote stencils to speed creation of quote, display line item costing to client, or create total price quote only.
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Project management, with task-driven detail
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Contract quoting and management
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Invoicing, Billing Milestone, Debtor Management
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Estimates
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Estimates
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Simple
sales or complex projects
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Quoting
/ Estimating / Acceptance / Variations
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Multiple
quotes/estimates per job, details analysis, budgeting, templates
at a product level to add groups of products quickly, multiple quote stencils
to speed creation of quote, display line item costing to client, or create
total price quote only.
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Project
management, with task-driven detail
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Contract
quoting and management
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Invoicing,
Billing Milestone, Debtor Management
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Variations
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Variations
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Simple
sales or complex projects
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Quoting
/ Estimating / Acceptance / Variations
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Multiple
quotes/estimates per job, details analysis, budgeting, templates
at a product level to add groups of products quickly, multiple quote stencils
to speed creation of quote, display line item costing to client, or create
total price quote only.
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Project
management, with task-driven detail
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Contract
quoting and management
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Invoicing,
Billing Milestone, Debtor Management
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Projects
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Projects
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Simple
sales or complex projects
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Quoting
/ Estimating / Acceptance / Variations
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Multiple
quotes/estimates per job, details analysis, budgeting, templates
at a product level to add groups of products quickly, multiple quote stencils
to speed creation of quote, display line item costing to client, or create
total price quote only.
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Project
management, with task-driven detail
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Contract
quoting and management
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Invoicing,
Billing Milestone, Debtor Management
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Jobs
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Jobs
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Simple sales or complex projects
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Quoting / Estimating / Acceptance / Variations
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Multiple quotes/estimates per job, details analysis, budgeting, templates at a product level to add groups of products quickly, multiple quote stencils to speed creation of quote, display line item costing to client, or create total price quote only.
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Project management, with task-driven detail
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Contract quoting and management
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Invoicing, Billing Milestone, Debtor Management
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