CRM and sales portal
– Manage customer information on mobile devices in Jeeves CRM
– Adaptable, responsive design
– Quick, easy overview of quotations, orders, invoices, etc.
Web-based CRM for Jeeves ERP
A web-based sales portal enabling Jeeves ERP users to easily view, create or change, for example, customer information, quotations and orders in Jeeves ERP. Besides customer information, the portal handles notes, quotations, orders, invoices and complaints. The solution is scalable and adaptable, meaning what you can see and do in the Jeeves client can be handled in this web-based sales portal.
– Log in through a responsive web interface on a phone, tablet, PC or Mac. No installation is needed.
– Access and manage customer information in Jeeves ERP, all searchable by, for example, customer name or location.
– Create new customers in Jeeves ERP directly from your iPhone, iPad, PC or Mac.
– View and update addresses, contacts and notes linked to the customer.
– Quick, easy overview of the customer's quotations, orders, invoices and complaints.
Contact information
Notes
