CRM

CRM Dashboard

Tracks a CRM Sales Pipeline including New Business, Expansion Business, Open Deals, Overall Revenue, and Unpaid Invoice Amounts.

CRM Contact

Tracks a contact associated with a company

CRM Invoice

Invoices for a compamy in AnyDB CRM Dashboard

CRM Deal

Tracks a CRM Deal or Opportunity

CRM Company

Tracks a company as part of a CRM function

CRM Log

Tracks all customer interactions, including calls, emails, and texts