The CRM system provides a user friendly platform for you to manage and track all the agreements with your customers. In an agreement, you can specify the licenses and services to be provided to the customer, and come up with fees, rates and subscriptions for each item in the agreement. Because everything in CRM is linked, you can directly generate payment plans from the rates and fees agreed upon with a click of a button. Furthermore, items in the payment plan can then be added to invoice requests which will subsequently be added into invoices.

In the Agreements module listing page, the status of the agreements are colour coded for easy tracking so that you will never miss out on agreements that require your attention. With the ability to attach relevant documents to an agreement, this makes CRM the perfect online repository for all your agreements.

The functions available under this module include:

What would you like to do?

• Create a New Agreement

• Search for an Agreement

• View an Agreement

• Edit an Agreement

• Revise Maintenance Fees

• Delete an Agreement