Client Metrics and Ranking
Always know what a Client means to your bottom line. See a Client's revenue ranking at times - especially while Quoting. |  | Revenue Forecasting
BART CRM can help you forecast your revenue. You may select a future date range and see the Quotes that are slated to close. |
|
Historical Audit Trail
Quickly see a complete history of who last viewed or updated a Quote or Client record. All email correspondence is kept in a historical log that is never deleted. | | User-Defined Homepage
When you come in every morning, BART CRM will show you up to six user-defined metrics on your company such as YTD revenue and top Clients. |
|
Integrated Groupware
BART CRM puts all clients, quotes, documents, tasks, notes and history into a single integrated solution so all team members are on the same page. There is no longer a need to invest in pricey CRM packages. | | System Configuration
BART CRM easily adapts to your business and current processes. Flexible system, aircraft and add on settings ensure all Quotes are calculated accurately. |
|
