Postbooks Overview for Quote Preparation

I've added Smith Bros Cough Remedies as a CRM account. Attached to it are Adam Smith, Owner, and Alicia Administrator, Administrative Assistant to Adam Smith. Most contact will be with Alicia. I'm assuming I received a phone call from Alicia explaining the company's interest in changing their financial software. I especially piqued her interest when I told her I could offer a totally integrated package with ERP (Enterprise Resource Management), MFG (Manufacturing), and CRM (Company Resource Management) and accounting.

setup postbooks

I'll begin by setting up my own company in Postbooks. First step is to set up some of the; customizations available. Notice that I am taking out of my way functions that I do not need such as separate companies; manufacturing, inventory, and purchasing functions. I choose to use profit centers;(cumbersome for my small operation) to help non-profits see how the account numbers can suit their needs.

Accounting Software - Less Cost More Features

Would you like to save money and get more for your dollar on your accounting software investment?
There are two strong open source products that can do this for you - OpenTaps and PostBooks. IT Puzzleworks can work with you to choose the most appropriate package, set up and install and train your users.

Zoho Writer

Zoho office has a writer program. I decided to test its capabilities using it to test entering a blog item from Zoho Writer.

CRM Online Zoho Style

Company Resource Management has many components in Zoho. I entered a lead. As well as  common contact fields the form had fields for annual revenue, number of employees, campaign, source. When I came to campaign I was able to enter a new one that I called Contacting Contacts. Once the lead was in the system I could add attachments, tasks, events, products, emails and notes. I added a task to make a telephone call to the lead.

 

Online Invoices, CRM and more with Zoho

I am experimenting with an on-line information technology solution called Zoho. Today I invoiced a customer. First I imported the customers I had set up in Zoho's CRM, added the items I was going to be billing for, produced an invoice and emailed it to the customer. It really was quite slick. And my invoice has a paypal link.

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