Results 1 to 4 of 4
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11-04-2015, 09:06 AM #1
- Join Date
- May 2015
- Posts
- 5
Customer Data Software
Hi.
I am looking for a software to store all my customer data, and PDF files. I am a Broker for Merchant financing. need to find a better way to store statements, and other documents. with the ability to send large files to lending banks.
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12-11-2015, 08:16 PM #2
- Join Date
- Dec 2015
- Location
- Costa Mesa
- Posts
- 234
Check out Centrex Software. www.centrexsoftware.com They do dedicated business lending client management(CRM) software.
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12-28-2015, 01:40 AM #3
- Join Date
- Oct 2015
- Location
- Chennai
- Posts
- 2
I would like to suggest one more useful project management tool i.e. Invoicera. It is an online project management tool with features like log work hours,track bill option. It helps us to provide better control over business finances and increase the productivity of the business. You may also consider this tool. (www.invoicera.com)
Dot net Training in Chennai | Salesforce Training in Chennai
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04-16-2016, 01:00 AM #4
- Join Date
- Aug 2015
- Posts
- 30
Customer Data Software
We sub-license a custom built MCA specific CRM platform.
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