Accounting and Payroll Software | Bookkeeping Packages For Businesses

Accounts Add-ons - CRM & Stock

Do you want to manage your customers and debtors? Then Big Red Book CRM Software package is just the package for you...

In tough times, it is more important than ever to manage your customers, cash flow and new business. That’s where Big Red Book CRM can help. Track your contact with customers and payments, so you can identify debtors and communicate with them to manage payments. You can track late payments, and use templates to send your customers letters and emails informing them of overdue payments.

Big Red Book CRM software works with your Big Red Book accounting package – and like all Big Red Book products it is very easy to use. You will see the new CRM icon in your Big Red Book package – click on it and unlock the power of this simple and easy to use yet highly valuable package.

Big Red Book CRM – or Customer Relationship Management – gives you one way to manage all contacts with customers. One place where you can:

• Keep all your customer contact details – and share them with other people you work with
• Track payment status for all your customers – sending them reminders using emails or letters, which can also be automatically generated by Red Book CRM
• Manage new business opportunities – with reminders so you do not miss out on opportunities
• Track any issues or queries your customers may have – and use templates to speed up your response to those queries
• Run marketing campaigns – automatically send emails, letters or organise more sophisticated marketing activities

This is how we manage our own business – and have now made this very valuable package available to our users.

Stock Module

The stock module provides the user with full stock control and integrates with your accounts package. Within the Stock module the following features are available

• Purchase orders
• Purchase Invoices ( Purchase transaction (available also without stock), and Purchase invoice options)
• Goods Received (P) Can be entered or copied from Purchase Order or Purchase Invoice
• Goods Returned (P)
• Sales Orders
• Sales invoices (choice of new and old entry style) Also available if Stock module not purchased.
• Sales Transactions (Sales book entries) Also available if Stock module not purchased.
• Goods Dispatched ( Can also copy details from sales order or sales invoice)
• Goods Returned
• Stock file – Add, change ,view and Stock take, options available
• Stock Location – Viewing where stock is and the options to transfer to other locations
• Stock Group – Adding new Stock
• Locations – setting up new locations to hold stock
• Customer Prices – Add change and view prices i.e. special pricing for customers can be set up here

The reports allows you to analyse stock take, sales by stock item and you can also assign up to six different price levels for your stock products.