Who Uses This Software?

B2B sector, small and medium sized businesses, large businesses.


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Free Version
    Yes
  • Deployment
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    In Person
  • Support
    Online

Vendor Details

  • IT Success
  • www.itsuccess.co.uk
  • United Kingdom

About CRM software

CRM solution with features to manage tasks, projects, HR, contacts, and more.


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CRM software Features

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Management
  • Collections
  • Consolidation / Roll-Up
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • Fund Accounting
  • General Ledger
  • Government
  • Multi-Currency
  • Payroll
  • Project Accounting
  • Purchasing
  • Revenue Recognition
  • Spend Management
  • Tax Management
  • Trust Accounting
  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management

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