Customisation

Set your CRM system up to work for your business

setup

Click on the image above to see the custom field setup

Customise your CRM system for free by adding new fields to any record: free text, numbers, percentages, dates, check boxes, lookup boxes.

Defining custom reports with the two built-in report writers.

Enterprise Edition has additional customisation options, such as changing page layouts and columns on grids.

Our development team can also do additional programming to further tailor your system to your requirements.