Search results for 'ACH application'
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People Plugin
Starting at: $295.00
The People Plugin is used to record extensive details of some or all of the people related to each of your clients. This could include a wide variety of people including owners, decision makers, accounts payable, building managers, etc. Learn More -
Communications Plugin
Starting at: $295.00
The Communications Plugin is customer communications software that helps you create and manage form letters. The included word processor lets you easily create forms that will automatically mail-merge client information. Learn More -
Locations Plugin
Starting at: $295.00
The Locations plugin can hold detailed information on the location of each client, prospective client, vendor, etc. including miles to site, map page, average travel time and more. Learn More -
My plugin
Starting at: $295.00
Despite a wide variety of optional Plugins, you may sometimes find a need to record even more information that is not held anywhere else. This easily configured plugin will hold just such information in your own searchable fields. Learn More -
Shortcuts Plugin
Starting at: $295.00
Go paperless! The Shortcuts Plugin offers a unique way of attaching documents related to each of your accounts. This includes pictures, emails, spreadsheets, word documents, etc. Any type of document you wish. When you select an account, you will see shortcuts for each document for the selected account. Learn More
