FAB Software Forte Financial Advisor Workbench 1.8 OEM

Product Overview:

Features:

Forte CRM (Customer Relationship Managment) is designed to help you manage and improve your sales process, sales team management, ongoing customer service, marketing and information management Forté CRM (Customer Relationship Managment) is designed to help you manage and improve your sales process, sales team management, ongoing customer service, marketing and information management. oem FAB Software Forte Financial Advisor Workbench 1.8. Forté CRM is designed for any organisation, and is ideal for organisations with geographically distributed offices and/or mobile staff. Forté CRM is available in versions ranging from single user home office (Solo and Professional) to global corporations hosting on their own systems (Enterprise and Hosted). Forté CRM is not just another me too CRM solution. The Forté CRM application is a CRM tool that combines the benefits of browser-based applications (e.g. shared databases, stateless connections, centralised administration and updates, access across the internet without requirement for VPN, etc) with the familarity and usability of a native Windows application. Fortés CRM provide a single interface to email, correspondence, client database, reporting, workflow, scripting, time tracking, word processing, backups and document management. The open architecture provides seamless extension, allowing infinite customisation for your future needs.