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IndustryCRM Financial Account Management
IndustryCRM Financial Account Management
Financial Account Management provides real-time access to all financial transactions by customer, account, or holding, and records transaction data in a transaction “chapter”, including transaction type, symbol, date and value, all in chronological order.
This group of features allows accepted quotes describing products and services and their terms to be managed and stored in CRM; users can track any important documents that relate to the client’s account.
All client relationships can also be viewed by grouping multiple clients or contacts into households. Furthermore, companies can be associated with households, as can other households.
This bundle includes:
Account Summaries & Roll-ups
Multi-Currency Support
Customizable Book Values
Agreements
Household Management