Documents

The Customer Relations Companion is able to publish all types of document on many different types of media. Invoices can be printed on pre-printed paper, Job sheets can be printed, Quotations can be emailed or faxed, and so on. All Documents merged and built from stored templates and can be re-printed / sent at any time.

Safely store all documents ever printed from every action.

Select any document from customisable pre-defined templates.

Fully integrated and powerful merging and editing facilities.

Direct printing and re-printing of all documents on any media.

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Customers || Actions || Requirements || Documents || Campaigns


Testimonials

"It's great... all the little features are so useful... it reminds me when I need to call, email or send a customer an invoice..."

Dave Field, Director
CAS