Have the ability to add maintenance items for warranty or software expiring
I am looking for a CRM to add maintenance items to the customer for anti-virus, software, hardware warranty, or even onsite cleaning due. This would list the expiration date of each one and pop up on a master list that would include a note taking section if the customer had been contacted. Then, to generate an invoice from this item. I currently have this type of system in Microsoft Access but would like to see it in a cloud based system. The more you can be in contact with a customer and the items that expire for them the better :) !!
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The video shows a slightly older version of Marketr but should be available now.
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ngeraldo commented
I dont know. When I click on the link I see nothing