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per user, billed monthly
You can create customer form to get payment data or the profile data which is not available by default on the CRM.
Customise the fields, choose from Input, Dropdown, Product List and Date.
Add as many forms you want in a contact. Use it to get payment info, policy details etc.
Create custom process on form submission, like mailing to a user or send for approval to supervisor.
Create reports based on the forms. In our Advance CRM plan these reports can be customised as per requirement.
Get the payment details in desired format and send it to Billing for confirmation.
Add policy details (expired or new) of the client. Send reminders on due date.
Get the customer's data as per your requirement e.g., Tax Information, Bank Account Details etc.