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| Notes Manager |
Available in: |
Standard
Standard Plus
Premium
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| Features |
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The Notes Manager allows for you and your team to record all types of information against your clients including;
- emails sent to the client from the Email Manager
- Attachments
- Phone and meeting conversations
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| Benefits |
| The Notes Manager allows you to maintain all important records for your clients in one central location. No longer will you need to search Inboxes or your server to locate documents as they can all be stored in your Volt CRM system. |
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Module |
Free |
Standard |
Standard Plus |
Premium |
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Notes Manager |
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Volt CRM
Coming soon.........
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