ACTIVI-T Client, Customer Relationship Management (CRM)

& Membership invoicing

  • Management of clients and files informations
  • Information fields customizable to your needs
  • Management of recall dates by clients, files and employees
  • Management of notes by clients and files
  • Manage multiple contacts by clients and files
  • Advanced search tools for your customers, + 40 available search fields
  • Research based on your customers’ purchases and turnover (only with Avantage)
  • Management of electronic documents for your clients and files
  • Create customized letters and mailings by merging MS Words documents with your data
  • +++ Membership invoicing module

And more

  • ACTIVI-T Client offers you a complete collaborative agenda for multiple users and a module for the management of reservations (conference rooms or equipments).
  • ACTIVI-T Client has access security management for groups of users
  • ACTIVI-T Client can integrate with AVANTAGE, ACOMBA and Dynamics Great Plains accounting softwares