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Client Management Software |
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Goldenseal is client management software for small businesses. It tracks sales, projects, phone calls and contact details for each of your clients and prospects. Once you've entered client records, Goldenseal makes it easy to fetch info about them. You can use the Find command to locate a client quickly, and then click a button to see transactions for the client. Goldenseal also prints mailing labels, envelopes or form letters, tracks client calls, and makes it easy to look up current details for any client. You can track accounts receivable from each client, see their past sales at a glance, and print bills for current projects, services or sales. Goldenseal includes several billing options, including time-and-materials, direct sales and project progress payments. Goldenseal's project management features will also help you to manage the work you do for clients. You can track "punch list" problems, enter project inspections, and log in project conditions, change orders, client meetings and documents of any kind. Along with its client management features, Goldenseal also includes general accounting, cost estimates, project management and general business management tools. Goldenseal costs $695 single-user, $995 for two users, $1295 for five users, and $1795 for up to 10 users. It includes all of the following:
The Goldenseal client management software is available in single-user and multi-user versions for both Macintosh and Windows computers.
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