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Handle by CustomerTRAX

Handle by CustomerTRAX

500 - 1,000 downloads

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HANDLE by CustomerTRAX is our most powerful CRM software yet. It’s a Simple, Smart, and Speedy solution designed to help businesses manage their customers and information

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Recently changed in this version

++ New Account Screens : Contacts, Locations, Equipment, Qualifiers, and AREC ++

Enhancements :
- View/Edit : Primary Account Details. Secondary Contacts, Locations, Account Equipment, Qualifiers / Custom Fields
- Add : new Secondary Contacts, New Account Equipment
- View : AREC
- New : Enter ‘Completed’ details for Alerts and Sales Calls ( offer and location )
- Add : Ability to call or message from Account Contacts
- Add : Multiple Owners to Cases and Opportunities

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