Work more efficiently and intelligently by centrally recording all your customer data. Manage all relevant information about your customers from CRM and set the preferred billing settings.
From CRM, you can easily:
Create new relationships.
Filter relevant information to quickly select a group of relationships.
Add extra information that can also be filtered.
Create contacts to link a person to a company.
Set billing preferences; how should each relationship receive invoices?
Easily import relationships into Simplicate so you don’t have to create them manually.