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Golden Tier Management Software, Inc.
Database Solutions for Business
Universal Client CRM™
Universal Client Sales Manager Pro

Copyright 2012 Golden Tier Management Software, Inc.
CLIENT MANAGEMENT
SALES MANAGEMENT
REPORTING
Sales

Track Deals

Create Sales Orders

Point of Sale

Invoices

Estimates

Setup Sales Reps
Payments

Apply Payments

Refunds / Credits

Receipts

Miscellaneous
Clients Directory
Communications Log
Complaints
Returns
Export Reports to Excel
Database Listings
Client Directory
Parts
Employee
Suppliers
Locations
Financial
Transactions
Accounts Receivable
Revenue Summary
Invoiced Sales Tax
Client Statements
Parts/Services

Establish Parts/Services

Establish Suppliers

Setup Sales Tax Tables

Sales Information
Estimates
Sales Orders
Invoices
Statements
Sales Summary
- By Client
- By Part
- By Part Total
Estimate Summary
Deals Reports
Scheduler

Set Appointments

Create Work Orders

Create Appointment Reports
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Client Information

Demographic Information

Link External Documents

Client Communications Log

Follow-Up Planner

Complaint Log

Master Activity Log (Integrated
ToDo Tasks)

Import Database (.cvs) Files

CRM

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CRM / Pro Edition
CRM Trial Edition
No monthly subscription fees as with web-based
products!
Pro

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Features
Pro Trial Edition