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Intuit App Center > Customer Management (CRM) > TriggerConnect
TriggerConnect  

TriggerConnect

Developer: Propelware

What projects are you working on? Share it online with co-workers

Categories: Customer Management (CRM)


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Features

  • Zoomable Customer Rolodex  

    Zoomable Customer Rolodex

    Easily tag and filter just the customers you want to see and view just the details about them that you want to see.

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  • Customer Dashboard  

    Customer Dashboard

    Get a snapshop of activity with a customer by viewing the latest to do list, co-worker notes, map to their location and other up to date information.

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  • Document Viewer  

    Document Viewer

    Save documents, receipts, and images used for customers and projects. These docs can be presented to the customer as a slideshow or can be accessed by other team members.

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