Contacts

Manage relationships with your customers, suppliers, partnering companies, and more with Jiwa’s functionality.

Set up company details and unlimited contacts for a company even if it isn’t a customer or a supplier.

If the company eventually converts to a customer or supplier, all details are automatically transferred and converted into either a customer or supplier record.

 
Here’s what you can do with Jiwa 7’s CRM

• Group or classify a ‘contact’ company for sales, marketing and administration.
• Take advantage of integration with Microsoft Word and Excel.
• Prepare and run bulk emails, fax-outs or mail-outs.
• Schedule reminders or add notes in any section, from debtors to returns authorisation. When reminders pop up, see full details or drill down to source document.
• Follow business rules for emails to internal or external people. (Relevant for staff work flow issues or customer order status changes)
• Prepare to-do lists for set periods and activities
• Give sales people control over existing quotes