Filemaker Crm Client

Filemaker Crm Client by OSqin Crm

Filemaker Crm Client

    Client List

  • Quick Search Multi Criteria
  • Create new record dynamically
  • Display directly on the list the Client's Sold
    • Filemaker Crm Client

      Client Detail

  • Quick Search Multi Criteria
  • Create new record dynamically
  • Download / Sync Client from Woocommerce automatically
  • Upload / Sync Client to Woocommerce automatically
  • Billing and Shipping Address
  • Link the client to a default currency
  • Link the client to a default Tax and Rate (Or No Tax Needed)
  • Associate a marketing staff to per client
  • Link the client to one category
  • Authorize a client to a credit line Amount (Over Limit Control)
  • Define a special payment plan per client / or per country in a special currency
  • Send email to the client base on templates set up into the Crm
  • Manage the GPS points per client
  • Show dynamically into the Crm the client's location on Google Map
  • Manage unlimited contacts per client record
  • Manage unlimited shipping per client record
  • Set up unlimited Multi pricing policy per client / per client category base on multiple criteria
  • Manage unlimited attached documents per client record
  • Manage unlimited notes per client record
  • Post Notes on Task module with automatic reminder and / or on Google Calendar
  • And more...

    • Related Modules

    Filemaker crm Client

    Commercial Section:

    Project Management:

    Filemaker Planning Grant:

    Filemaker Google Calendar Integration:

    Miscellaneous Management:

    Osqin CMMS

    Filemaker Integrations

    Filemaker Reports

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