Customers, Prospects, and Suppliers. Instantly searchable, organized with labels.
With built-in CRM functionality you can add private account notes, review account billing history, and store multiple people's contact information under one account.
All activities, such as creating an invoice or logging a payment will automatically be placed in the activity feed so everyone in your team is kept in the loop.
Organize all of your customer accounts using custom labels. Stay up-to-date with all your customers by reviewing their activity, purchase history and private notes all in one simple, unified place.
Add as many contacts for each of your accounts as you like - each contact can even be associated to multiple accounts!
Instantly search the Global Address Book and see which contacts are associated with which accounts.
Sending an email? SalesBinder will also use the Global Address Book to autocomplete your email recipients to reduce the chances of typos.
Enter sales opportunities for your customers and prospects, then estimate the probability that you'll close the sale. Opportunities can be quite general, or even matched to a specific inventory item from your inventory list.
View your opportunities list and quickly see which are your hottest leads to actively pursue.