CRUMP Modules

Built to suit your needs

Lead Management
Account Management
–  Account Ratings and Reviews
Contact Management

Opportunity Management
– Intake Wizard
– Clone
– Mass Create
– Mass Edit
– Mass Delete

Quote Management
Quote Template Management
Invoice Management
Product Management
Pricebook Management

Linked to Contact Account and Opportunity

Google Calendar Sync for Events and Service Dates

Search radius tool

Resource Viewer
Resource Assignment
Resource Gantt

Linked Documents to Opportunities

Kanban Projects by Account

Route Builder
Route Scheduler
Directions Builder

Asset Management

Link Bank Transactions to Opportunities
Accounting Reporting