Assets:

Store your contacts assets for contract or sales purposes
Unlimited user defined Asset Groups
Unlimited user defined Asset Categories
Unlimited user defined fields
User defined Asset form per Asset Category - only show the fields you need to show
Store details about Asset purchase, manufacturer, age, custodian, finance, renewal dates, warranty info, maintenance providers, insurance cover, sale
Store child assets
Store real estate descriptions using the Property and Room extension
Store template assets and save time entering new records
Auto send renewal reminders based on key asset "dates"
Build lists of contacts based on asset ownership details
Store details for Fixed Asset Register maintenance and depreciation (forthcoming)
Store details of key contacts in relation to assets - everything from finance company to maintenance provider
Auto create relationships within CRM with key Asset providers
Store your own assets for maintenance management purposes

Grids views

Forms views

Relationships / Connections

Calendar / Scheduler

Data integrity

Integrations

Dashboards

Search

Messages

Contacts

Tasks

Task automation

Task status codes

Events

Import utilities

Maps

Opportunities / Service

GDPR

Mobile sales

Wish lists / Quotes

Assets

Automation

Collections

Interface Management

Memberships

Sales Orders

Staff Management

SPARKSTONE TECHNOLOGY LIMITED

Botley Mills, Mill Hill,
Botley,
Hampshire
SO30 2GB

Tel: 01489 795000

Simply better business...

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