Actions

The Customer Relations Companion is driven by the use of Actions. Users are prompted to call Customers, Print Documents, Arrange Meetings or Prepare for a Corporate Party.

All Actions keeps you informed of what you need to do.

Clear overview of a workload for any given month.

Powerful filtering enables you to quickly define a work pattern.

Filter on specific dates present to track workflow.

Take the Quick Tour....

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Customers || Actions || Requirements || Documents || Campaign