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Overview:
Amphis Customer Software makes it easy to manage your Contacts, create Quotes and Invoices, manage your Email, create Jobs and Job Sheets, keep track of who owes you money, send Reminders, store correspondence and sales history. It runs on Windows XP, Vista, Windows 7 and Windows 8 Pro. Amphis Customer is designed to be easy to use and customizable to suit your business or charity. To put it simply, it is a Contact Management, Invoicing, CRM and Jobs Management package.
*Customer data and documents all in one place
*Import your existing Customer Records
*Multiple users can all access the latest customer data and documents
*Appointments View and Today View to keep you organized
*Reminders including Callbacks so you know who to call and when.
*Outlook integration for easy handling of Email, Tasks and Appointments
*Quotes and invoices created at the click of a button
*Save time - create quotes and invoices in seconds
*Invoices tracked and payment reminders sent at the click of a button
*Jobs and Job Sheet Management, Expenses and Resource Allocation
Features:
*Easy to store Contact Details and Customer Notes.
*Easily customized to suit B2B, B2C or Charities.
*Create and view appointments for easy planning.
*Stay organized by creating reminders for the important tasks you need to do.
*Organize customers by Group or by Status to easily access multiple customers at a time.
*Integrates with VoIP SIP phones or Skype.
*Documents and scanned-in files can be attached to customer history and easily viewed
*Quotes and Invoices are easily created (simple paragraphs or itemized)
*Multiple Quote and Invoice Templates are supported and 3 different styles are supplied.
*Itemized Quotes and Invoices can be created by selecting Items from a Parts Database
*Mark Invoice as Paid by creating a Receipt and allocating payment to the relevant Invoices
*Quote Management handles Quotes, Invoicing, Jobs, and Job Costing.
*Supplier Details, Supplier Invoices and Purchase Orders.
*Supports Mail Merge, Jobs, Job Sheets, Credit Notes. Expenses
*Access control to restrict access to certain functions.
*Email Marketing. Templates to send standard emails and replies.?? Watch a short CRM Software video Video
*Documents can be emailed as PDF eg Invoices and Quotes
*Letters and other documents eg Certificates are easily created from Word templates
*Send SMS Messages and Bulk SMS at the click of a button.
*Labels and Envelopes are easily printed.
*Customer statements are easily created at the click of a button
*Import Contacts/Customers from Outlook or spreadsheet
*Export to Sage, MailChimp, SmartPhone, spreadsheet
*Many built-in reports e.g. quotes created in the last 30 days, overdue accounts, quotes not invoiced etc.
*Supplier details, invoices and reminders