Sunday, June 29, 2008

You can track items and orders without any accounting integration

ADAPTcrm can track items and assign them to sales opportunities with customer-specific pricing rules without the need to integrate to a back-office system.

Simply set up the items (with or without kits), set up you pricing tables (including default currency) and create sales opportunities with these items. When the sale is "won" you can enter the "items owned" by the account to facilitate creating service tickets against the item in the future.

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