Accounts module:
- manage account & contact information effortlessly
- ensure consistent correspondence and billing information

Opportunity module:
- manage sales opportunity activity seamlessly across entire teams

Product module:
- define your products and promote consistent pricing & service levels
- manage Web-based eCommerce products using core product information

Quotation module:
- create quotations in an instant
- fully integrated with the Accounts, Opportunity and Product modules

Shipping module:
- micro-manage product delivery charges & special instructions

Integrated Email & Calendar module:
- create, send and receive Email without needing MS-Outlook
- manage your time / your team's time via the integrated calendar functions
- achieve true collaborative working from anywhere in the world

Optional Reporting module:
- create, review and issue reports from the system
- flexible management information
 
Optional SAGE Financials module:
- integrate the core invoicing / financial elements of the solution with SAGE
- create purchase orders and orders that post financial information to SAGE
- advanced financial reporting

Optional Document Management module:
- store online PDF copies of quotes, letters and emails sent
- store any externally generated documentation against your core accounts
- improve your customer service levels easily and quickly
- PD:0008 compliant (i.e. documents are legally admissible in a court of law)