Core Features
Companies
Centralize and Streamline Your Client Management Effortlessly
Bizcore Companies Module is a powerful solution designed to centralize and streamline your customer and company management processes. With Bizcore, you can effortlessly manage all your client data, track company activity, and maintain detailed records of your business relationships. This module offers a comprehensive view of each company, including contact details, financial transactions, and communication history, ensuring that all your client information is organized and easily accessible.
Companies Feature Benefits
Key Features
Explore key functionalities like contact management, company analytics, and customizable fields, designed to enhance client management within BizCore.
Company Creation and Management
Easily create and manage company profiles with detailed fields for essential information, including contact details, currency preferences, and group assignments. This feature allows you to manage both active and inactive companies, ensuring that your records are always current and accurately maintained.
Comprehensive Contact Management
Store and manage detailed contact information for each company, including primary contacts, email addresses, phone numbers, and activity status. This feature ensures that all relevant contact details are easily accessible, helping you maintain clear and organized communication with your clients.
Company Summary and Analytics
Gain insights into your client base with a comprehensive summary of all companies. This feature provides a clear overview of active and inactive companies, along with a detailed breakdown of contacts associated with each company, enabling better client relationship management.
Billing and Shipping Details
Manage billing and shipping information directly within each company profile, ensuring that invoicing and delivery data are accurate and consistent. This feature streamlines financial transactions and ensures that all client information is centralized and easy to manage.
Company Activity Tracking
Track all activities related to each company, including notes, statements, payments, and proposals. This feature provides a complete history of your interactions with each client, helping you maintain detailed records and ensure that no important information is overlooked.
Integration with Other Modules
Seamlessly link company profiles with invoices, proposals, contracts, and projects, providing a holistic view of each client’s interactions with your business. This feature ensures that all business processes are interconnected, improving operational efficiency and client management.
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