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Customer Relationship Management   All your Customer Information in One Place See all Client information in one place Maintaiin full Contact History Issue and track invoices, sales orders, purchase orders   CRM is integrated into every Worlddo Edition. Worlddo manages all the information in one place. Staff who are not familiar with the client can understand what's going on in a glance, and its all in one central location powered by powerful databases so your data is safe. Contact History   Log copies of both incoming and outgoing Mail automatically to the Client's Contact History tab. Staff unfamiliar with a customer can see in an instant what's going on.       Leave an Audit Trail of Quotes and Invoices   Leave an audit trail of invoices, sales orders, purchase orders, estimates, refunds and receipts. Using the integrated Invoice/Order Forms feature, just select "Copy to Client's Folder" and click once.       Create a Client Record directly from a Lead or Contact   From the Leads form, you can create a Client Record with just one click.       Mailing List Management   Create mailing lists and assign Clients to a mailing list with one click. You can categorize mailing lists for targeting mail outs. Export names, physical addresses and email addresses of Clients to Microsoft Word, Excel or other program for printing labels.       Launch Cross-Sell Campaigns in Seconds   Using the Reports and Inventory features, you can see which customers bought what product, and can generate a mailing list to those customer directly from the application for cross-sales campaigns.       Central Document Management   Upload important documents related to the client directly to the client's own Files area.       Import Client Records   Import existing client records easily with one click. Use the Data Import templates in the Support section to assist you in this regard.       Assign Staff to Clients for Confidentiality   Where no staff are assigned to clients, then everyone can view the information. Where staff are assigned to clients, then only those staff will ever see the client record. This keeps client information confidential should there be need.       Assign Charge Codes to Clients for Billing Time and Expenses   Quickly assign Charge Codes to Clients and Jobs for billing time and expenses.       Approve Client and Jobs according to your office's workflow   Quickly assign workflows to approve both opening and closing of Client and Job records, according to your own office's needs.