CRM
Customers & Suppliers
Evopos stores customers and suppliers as in the same place as contacts.
Under contacts we have contact persons, you can have multiple contact person...
Mon, 16 May, 2016 at 4:14 PM
Communications
The Communications section (Comms) is an advanced marketing system capable of building lists using various criteria and sending through ...
Thu, 30 Jun, 2016 at 4:22 PM
Overview Our Prospects & Leads section allows you track and manage all of your interactions with each contact in a detailed list. Prospects are po...
Tue, 18 Aug, 2020 at 12:17 PM
Overview Contact communication preferences allow you to customise and set communication preferences for each contact, these preferences can be used for con...
Fri, 10 May, 2019 at 11:12 AM
Send personalised SMS and emails by using our templates feature. Add custom codes to your template which get replaced by customer, unit and job details....
Wed, 22 Apr, 2020 at 11:02 AM
Overview Our deals section enables you to manage deals in a kanban view, this allows you to easily visualise your deals and move them between deal stages. ...
Tue, 18 Aug, 2020 at 12:32 PM
Unit Reminders allow you to schedule SMS and email reminders sent to the units owner. These reminders can be for: Service Schedules Safety / MOT / Ro...
Tue, 21 Apr, 2020 at 3:46 PM
Our reminders maintenance gives you options to fix up data and set reminders in bulk. CRM\Reminders\Maintenance Create Bulk Safety Reminders This o...
Wed, 26 May, 2021 at 4:22 PM