Track the success of a marketing campaign.  ACCPAC CRM will allow you to assign, schedule and track marketing activities within a campaign—and view every detail of each campaign at a glance.  ACCPAC CRM also provides the tools for marketing teams to easily create new target lists from selected criteria, re-use successful campaign lists or import mail-house lists. The integrated mail-merge function allows you to merge documents with target-customer lists. Once these lists are created, ACCPAC CRM Marketing automatically creates a record in the customer account, attaching the marketing piece to the account and document library for telemarketers and support representatives to access.

Document Library provides a central repository for files from thank you letters to e-mail direct-marketing campaigns. Documents are contained in a central location giving an enterprise-wide reference site to materials sent to, and received from customers. ACCPAC CRM allows you to store white-papers, FAQs’, marketing materials, technical documents, quotes, pricing—whatever it is the team needs—in the Document Library for immediate access to support resources.

Manage your time better with an interactive calendar, which integrates with Microsoft^® Outlook^®, synchronizing tasks, appointments, cases and calls for all users.  Users can pre-set onscreen reminder notifications, which alert them of pending tasks. Filter and sort options allow users to manipulate onscreen data to the individual’s preferences.

Sales Management reports to help you make better decisions about your sales force.  ACCPAC CRM provides point-and-click reporting and graphs that allow sales teams access to data for on-the-spot analysis and evaluation. With ACCPAC CRM you’ll always have the real time information you need. Start by assessing new leads, quoted clients, demographics and potential deals in the pipeline, then analyze your sales efforts and use that knowledge to refine your strategy.

Integration with your current accounting solution - CRM integrates with ACCPAC Advantage Series and ACCPAC Pro Series "out-of-the-box" providing authorized ACCPAC CRM users efficient access to vital customer, partner and related transactional data.

Self service capability - ACCPAC CRM Web Self Service allows customers to access or request services and support over the web.  Customers can receive information based on their preferences, requests and histories, providing them a single point of contact for information about your products and company through designed customer and partner portals.  Allow your channel partners access to shared workflow, lead-tracking, inquiries, invoicing and customer information. ACCPAC CRM allows your customers 24/7 access to information they want.