Client Relationship Management Software for Contact Management Teams. CRMworx is a robust Contact Manager and quote/proposal creation tool for up to 20 simultaneous users (requires license for multiple users). Contact activities may be recorded and tracked with the Clients and Prospect modules. The Contact records of Individual representatives or Account Managers may be isolated or filtered by User Login and by Work Groups.

CRMworx provides an easy and simple way to import contact records and/or item records from common business applications like QuickBooks, Microsoft Outlook, Google's Gmail, and many other applications that can export to a standard.csv text file.

CRMworx is a very flexible proposal or quote creation tool, which provides the end-user many options for multiple products, discounts, payment options and sales taxes. Here are some highlights of CRMworx as a quoting tool:
1. Bill To and Ship To Addresses
2. Discount by Item or Order
3. Option to include special contract terms
4. Progress Payment Options
5. Detailed Table for Item Listing or Bill of Material and Labor
6. Option to Calculate Lease Payment
7. Option to add over-time rates
8. Option to create a trade-in schedule
9. Option to calculate commissions and to create a commission voucher and statement
10. Option to include Scope of Work and Job Task for Project Management
11. Option to include Sales Forecasting Data and Sales Lead Tracking

CRMworx allows you create professional agreements, marketing letters, proposals, and orders for individual items and systems.. The program is designed to optionally work with Intuit's QuickBooks inventory files, which are exported as '.IIF' from QuickBooks and imported in to the Items file for CRMworx.

Once the proposal data is created, the programs can automatically create important documents such as:
1. Sales Proposal, many formats to choose from;
2. Sales Worksheet;
3. Bill of Materials and Labor;
4. Purchase Agreement;
5. Purchase Agreement Terms and Conditions;
6. Delivery and Acceptance Certificate;
7. Print your Warranty Document;
8. Print your Labor Only Maintenance Agreements;
9. Print your Full Service Maintenance Agreements;
10. Plus, much more because you can create your own documents and reports using Report Builder!

CRMworx may be shared with multiple licensed users:
* On a "shared drive/folders" over a LAN;
* On a centralized Server, including Citrix and Microsoft Remote Desktop Servers;

The best Practice for Sharing Data with Multiple Licensed Copies of CRMworx: If you wish to have more than one simultaneous user of CRMworx you will need a license/copy for each user and a Local Area Network.
1. First decide which computer will serve as your main computer or file server where CRMworx's databases will be kept. We refer to this main computer as your Server. We refer each additional computer as the Client.
2. Install CRMworx on your main computer or file server. Make a note of the literal file path and directory name (i.e. c:\CRMworx\) on your Server where you install CRMworx.
3. On each Client computer that you wish to run CRMworx, map a drive letter to the literal path name on your main computer or file server for CRMworx. For example, you can create a folder named c:\CRMworx on your main computer. This must be the same directory name and file path where CRMworx has been installed on your Server. Then, using your Windows File Explorer on your Client computer you can map this folder as drive T:\CRMworx\ on your Client computer.
4. On each Client computer that you wish to install the software, run the installation program from the Client computer and select the mapped drive or directory name of your Server where CRMworx was installed.
5. Add a HTML and/or PDF version of the User Guide to each Client Computer.

The license of this software is Freeware, you can free download and free use this contact management software.