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ptimize CRM Suite Modules

Account Management

Optimize puts you high above the competition by getting to know your contacts, prospects and customers better Optimize helps you to:

Store and manage unlimited number of customers, prospects, companies
User defined fields to create and store unlimited information about customers, prospects and companies.
Record and track each interaction with a customer to create notes and history
Assign accounts or partial information of accounts to sales reps or teams
User defined views and workspaces.
Client record keeping and fully automated tele scripting, tele sales logging


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