Marketing
Easily keep track of all your communications with clients, marketing initiatives on or offline

• create template letters & emails
• run mailshots by email & letter
• link to activity points in Leads and to Clients
• link to Timeline & Booking diary

Receipts & Invoices
Create standard advice slips that are populated with client and product or service information and printed or mailed direct to customers,

• create template customer advice documents
• link to Sales confirmations
• link to Payment confirmations

Advertising
managing your advertising campaigns is easy with this module that will show the success of your adverts in creating leads and generating sales,

• create Advertising campaigns
• link to Products & Banners

Banners
Make sure that each one of your Banner adverts is working hard for you and identify the most successful online adverts that need to be run again,

• create unique advert records
• link to Products & Advertising campaigns
• view advertising spend to Lead/Sale generation