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
See what our contacts feature looks like
See what other features Jiwa 7 has to offer