CRM module | DCAA Compliant Accounting | SAAS | WrkPlan USA | WrkPlan
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Customer Relationship Management

We can help you keep track of sales prospects with our expanded CRM module.

Manage your sales efforts by tracking interactions with prospects, storing quotes and documents, and assigning staff follow-up actions.

enriches your client interaction for long term association. From keeping track of business contacts at existing or prospective customers, to promotional campaigns taking place throughout the year, the CRM helps you manage your process.

  • Contact Management

    Manage your contacts

  • Sales Team and Customer Opportunity Management

    Automated follow ups will not allow you to lose any opportunity.

  • Lead Management for Determining High-Quality Leads

    Manage your leads efficiently.

  • Reports and Dashboards

    Numbers and planning at your fingertips.

  • Customizable Home Screen and Layouts

    Design your screen as you wish.

  • Sales Analytics

    Track your sales numbers instantly.

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