Time and Billing
- Review all billable and non-billable efforts
- Select which items should be billed - PSS CRM allows you to identify each billable conversation, e-mail, appointment and more.
- Automatically determine billing rates and durations - PSS CRM has a built-in fully customizable rate chart.
- Generate sales orders in Sage BusinessVision - PSS CRM will generate Sales Orders within Sage BusinessVision and update all relevant records within PSS CRM
- Get an instant view of all work performed for CRM , Sage BusinessVision and non CRM customers