CRM – Search Capabilities

The Business Manager 365 CRM module has significant search capabilities so the sales team and sales managers can search for companies, contacts, initial contact method, sales person, or customer type. This feature is especially handy when you are at a conference and you need to know if a company is already in your database or want to update contact information.

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.

Staff member using Business Manager 365 on a tablet