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Customer Relationship Management (CRM) within your Intranet

The Customer Relationship Manager (CRM) template allows you to store and retrieve information about people. It can be used as a customer contact list in which you track interaction with your clients, or maintain a class roster or a donor list for your non-profit organization or event. By simply changing field names or adding, deleting or rearranging fields, you can create a custom contact list to suit your specific needs. Use the Activity Log to track communications with each of your contacts.

At a starting fee of £10 per user per month, WebOffice CRM is very good value and affordable.

 

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