MergeWare CRM
MergeWare CRM offers small to medium businesses an intuitive platform to manage client information effectively. Users can track client/vendor interactions, manage invoicing, and generate custom reports tailored to their needs. With an optional Insurance Module, it streamlines QuickQuote tracking, ensuring seamless integration with existing applications for enhanced operational efficiency.
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Top MergeWare CRM Features
- Client/vendor interaction history
- Customizable reporting options
- QuickQuote integration feature
- Simple user-friendly interface
- Centralized client information storage
- Real-time payment tracking
- Custom module creation
- Automated invoicing processes
- Multiple payment method support
- Aging IN/OUT report generation
- Easy data export capabilities
- Interface with TIFA applications
- Client-specific organization tools
- Action history tracking
- Performance analytics dashboards
- Secure data storage solutions
- User access control settings
- Email and call logging
- Multi-department functionality
- Support for small businesses.
