Archive For October 29, 2019

Partner Functionality (salesperson)

Partner Functionality (salesperson)

ALL-IN -CRM has Partner functionality. If you have some other company or person who helps you to provide business you can add it in your CRM and monitoring customers who come from your Partners. The partner can be wholesalers, vendors, suppliers, and others. Each Partner can have own login credential and can control the status…

Timeout in ALL-IN-CRM system

Timeout in ALL-IN-CRM system

After logging in, an employee establishes a session with the platform. Use session security to limit exposure to your network when an employee leaves the computer unattended while still logged in. Session security also limits the risk of internal attacks, such as when one employee tries to use another employee’s session. In ALL-IN-CRM you can…

Email Tracking System

Email Tracking System

How many times have you sent an email and waited …. and waited … and wondered what happened to it? In the past, it was normal to have no idea what happened after we sent an email. Did our recipient receive it? Did it get lost in their inbox? Is it in their spam folder? Did they…

Email Verification System

Email Verification System

Email Verification is the process of verifying an email address is valid and improving the odds that it belongs to a real person. The whole purpose of email verification is to ensure that a real person with a valid email address will receive and interact with the sent email. ALL-IN-CRM  has own build-in email verification…

SMS List and Functionality

SMS List and Functionality

Phone Call Log

Phone Call Log

Invoice List

Invoice List

Outstanding Balance

Outstanding Balance

An outstanding balance is an amount you owe on any debt that charges interest, like a credit card, e-transfer, and others.  Most often, it refers to the amount you owe from purchases and other transactions made with your credit card. It’s also called your current balance. Your outstanding balance is what you currently owe on…

Invoice Summary

Invoice Summary

Inventory Items

Inventory Items

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