Client & Contact Management Module

The Client and Contact Management module screens are used to manage all clients, contacts, and their files.

Clients are entities who are included in Framework ECM because they have expressed interest in purchasing a house, land, or they have made an application for finance to purchase a house and/or land.

• Creating a New Client
• Client Overview
• Client Contacts
• Contact Overview
• Contact Address/Telephone
• Client Files & Jobs
• Client Contract History
• Sales & Marketing
• Client Savings & Finance