|ERM Integrated Modules||
Cloud Computing CRM - the Customer Relationship Management module receives and updates information about Leads, Accounts and Contacts. ERM uses information from here in your Quotes, Orders and Invoices.
CRM - Account Info Manager
Because the ManageB2B CRM is part of the unified One Business Solution, it gives a very complete view of each account including financials. The ManageB2B Account Info Manager asks for information in useful categories, and then has a place for further relevant notes. A bit of typing now will speed your process forever, letting you work faster and smarter, not harder!
Accounts are businesses of any relationship with you, including prospects, customers, partners and investors (you configure the relationship menu). The appropriate users may edit all account information including its name and code, and they may add and remove locations.
Each account may have any number of these address types: Contact, Bill To, Ship To/Service and Service Contact.