Define your own field names to create reports, run enquiries & filter data using company specific terminology
Evolution M enables you to create a more intuitive system with additional user defined fields based on your own terminology and relevant to your business needs which can then be used for both enquiries and reporting.
When did you last work for a particular client? What is the next opportunity? When are they looking to start tendering for it? Who should be contacted and how? Your salesman just quit and wiped his laptop before he returned it! No problem as all the CRM information is kept in the fields you defined.
Evolution M in action; making use of user defined fields