The key to any successful business is to have good customer relationships, and helping you maintain and foster those relationships is the job of The Next Level CRM.  Providing a one stop location for all pertinent Customer Relationship Information, the CRM allows you to look up Current as well as Historical Invoices, check up on Open Orders and Backorders, view Statement Information as well as Past Due Amounts, Email and Fax Invoices to your customers at a click of a button, access Customer Notes, view Sales Trends, and access practically everything else you need to provide your customers with excellent service.  The CRM eliminates the need to print out various reports, or pull data from multiple screens and allows you to give immediate information to your customers.  Best of all, the CRM is accessible from every customer related process (such as order entry) allowing for quick reference at any step along the way.

Features At A Glance

- Email and Fax Invoices / Statements Instantly
- Enter Customer Notes, accessible throughout the Software
- View Open Orders, Past Due Orders, and Backorders
- View Historical Data
- View Sales Trends
- View Past Due Invoices and Credits
- View Open Receivables and Receivable Aging
- Manage Customer Contacts and Different Ship-To Addresses
- Manage Customer Specific Pricing
- Attach External Documents and Files to the Customer Record