CRM – Calendar Processes

Business Manager 365 is a date and process driven software. It is made to help you organize your schedule and track the items that need to be completed in order to acquire and maintain your customer base. The CRM module allows for the sales team to manage their schedule on a daily, weekly or monthly view. These calendaring processes are also integrated into the scheduling dashboard, which is an overview of the overall company schedule. These appointments, tasks, and other sales team activities are also transferred to Outlook which then can synchronize to your mobile devices.

Customer Relationship Management Module

See How It Works

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Service technician using Business Manager 365 on a tablet