ACTIVI-T Client is an extension to manage information and activities concerning your clients and your members. You can add new information fields for your clients, create multiple contacts per client and follow up on your deadlines. It offers more than 40 search fields and can be used to perform searches by products purchased by your clients. The filter tools can also be used to produce targeted client lists.
ACTIVI-T has its own document management module which can be used to associate all types of documents with your clients. This module can be used to automate the production of customized letters and mass mailing (paper or by email).
ACTIVI-T Client also offers an invoicing module, idial for your annual membership contribution invoicing.
ACTIVI-T Client offers a complete multiple user collaborative agenda system, which also integrates the follow-up of room or equipment reservations. And much more...
