30+ powerful features to manage your administration & billing
Groups-Associations
Solutions for groups and associations
- Unified view of all your group information
- Create groups in a tree hierarchy downline
- Define your group database information
- Assign and customize product information and pricing
- Add and assign Customers to groups
- Extensive search capabilities to find groups quickly
- Add and append group notes
- Send custom and personalized emails with attachments
- Automated database update tracking for each group
- Create unlimited user logins
- Store bank accounts, licenses and credentials
- Setup internal and external representatives
- Upload and categorize group documents
|
|