Contacts are the people that you meet in the course of business. You can easily upload the contact’s business card image into Accurants, mark the contact as a lead, prospect, vendor or customer, you will never have to enter same contacts information again into Accurants. If that contact becomes a customer, you can simply click to send an invoice.
Leads are the people that you meet that have shown interests in your products and services. With Accurants’ CRM, you can easily track individuals andbusiness representativeswho show interest in your products or services.
Prospects are the people that have requested information about your products and services, also referred to as qualified leads.
Your customers want to know that their personal and financial data are safe in your hands. With Accurants, it’s easy to maintain and manage customer and prospect contact info in a single, secure location.
Easily store information and contact info on companies or departments with which you do business. Then leverage that data for more targeted marketing campaigns.
With Accurants, all your CRM data is stored in the cloud. This means you and your employees cansafely access information and insights from anywhere in the world using a smartphone or tablet.