ACTIVI-T Client is the ideal customer relationship management software for tracking your client activities. The multiple functions of ACTIVI-T Client will ensure optimal management of your clients and files.
With its document management module, ACTIVI-T allows you to group and access all electronic documents related to your projects (files), and this with ease. The integration with MS Word and MS Outlook, makes ACTIVI-T a great tool for publishing documents and production of mailings (Email or paper).
The links below will show in summary fashion some of the features of the software ACTIVI-T Client.
- Levels of Management (clients and files)
- Manage customizable information fields (clients and files)
- Manage multiple contacts (clients and files)
- Notes management (clients and files)
- Manage and recall deadlines (to do)
- Search module and client filter. Including search by sales and turnover (with Avantage)
- Collaborative Agenda and Reservation (Conference Rooms or Equipments) Booking Management
- Electronic Document Management by Clients/Files