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