Allbase Suite » Feature Set » Clients

Overview

The Allbase Suite is built completely around client management. From contact history to accounts receivable, self-service to sales forecasting, the system makes it easy to track and grow client relationships.

Accounting

CRM

Clients are tied to nearly everything in the Allbase Suite, providing for a complete history. Tracked client items include appointments, tickets, orders, projects, invoices, payments, quotes, tasks, reminders, inventory, and domains.

Synchronization

With the Allbase Suite Synchronizer, you can synchronize your clients with QuickBooks^®, Peachtree^®, and other industry standard software packages.

See Also:

• Client Portal
• Contact History
• Pricing Levels
• Reminders
• Reporting