Experience Level: Intermediate
We are a small family firm looking to put all exisiting and new customers onto a database where they can be managed. This will include in order, customer contact, sending company info by email, raising a quote, raising job sheets and raising invoices and possibly running in conjunction with SAGE. We have an idea of ACT but would require advice and suggestions on the best way forward. The database would need to be accessed remotely. Currently all our contacts are in excel. We will purchase the relevant software on advice given. The system would need to be as easy to use as possible as employees have varying IT skills.
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