CRM – Microsoft Word Integration

The Business Manager 365 CRM is integrated with Microsoft Word in the contract creation process. This functionality allows for you to download the contract, make changes to the language and scope of work, then upload back into the CRM.

Customer Relationship Management Module

See How It Works

Sign up for our no obligation demo and see first hand how Business Manager 365 works. Give us a call at 877-284-5733  or use our form below to see a demonstration.

AC repair technician using Business Manager 365 on a tablet