New CRM Templates available

Our Partner Tuppence London has made available CRM/Event Management and Point of Sale templates.

This CRM/ Event Management template can be adopted & adapted to match the exact business processes employed for service delivery, whether it is Event Management, Marketing or any other activity. This trial CRM template is not an end product but designed to show the possibilitiesand flexibility of this approach.

The template contains:

  • Contacts
  • Companies
  • Events
  • Activities
  • Employees
  • An on-screen homepage report showing ‘my’ to-do list

The Point of Sale template is designed for retailers who need to know the preferences of their Customers and engage in direct marketing. The template contains:

  • Customers
  • Call logging
  • Events
  • Products
  • Stock
  • Sales

Please contact WhiteSky if you would like further information on how to use this template.

Use this link to access the template: