CRM – Customizable Contract Templates

The CRM module allow you to create contract templates to use as a baseline boilerplate for all contracts. You can create as many templates as you want for products and services based on your business needs. You can also add your own logo or multiple logos if you have more than one business or subsidiary that you are supporting through Business Manager 365.

Customer Relationship Management Module

See How It Works

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Service technician using Business Manager 365 on a tablet