The Sales Element is about taking charge of your business, managing the relationships with both current and potential
customers. The customizable features within the Sales Element help you conform the application to your company's unique needs. Information seamlessly flows
throughout the Elements helping your team spend more time working with your customers and less time managing the information.
At its core, Elements CRM is all about raising your revenue, boosting
your sales and making your life simpler.
Feature Set
• Create estimate confirmations and work orders. 
• Customize titles of Forms (i.e. estimates, quotes, etc).
• View panoramic customer sales overview.
• View analytic charts for customer accounts and sales.
• Configure parent/child relationships between contacts.
• Generate custom exportable mailing lists and email lists.
• Convert and move company contacts.
• Track important dates tied to your customers.
• Email Estimates and Invoices which customers can pay online.
• Perform Mail Merge using Pages or Microsoft Word.
• Add a time-stamped note to a history record.
• Import and export accounts in XML or CSV format.
• Define custom contact roles.
• Define account types (i.e. leads, customers, etc.).
• Generate Quick Reports with an account overview.
• Set general account preferences.
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• Assign accounts to individual employees.
• Create custom categories to define accounts.
• Add and manage credit and payment terms.
• Import accounts from your Mac Address Book.
• Create, view and edit contact details about each account.
• Add people and locations associated with each account.
• View a Google map to an account's location.
• Hide customers' financial data from users.
• View and manage projects associated with accounts .
• Send an email to an account with one click.
• Download an account's vcard.
• Generate and view calls in your call queue.
• Process credit card payments.
• Add and manage feature requests.
• Create and manage estimates, invoices and sales orders.
• Generate sales, account, category and salesperson reports.
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