This CRM add-in to Microsoft’s Dynamics CRM and CRM Online platforms adds expense tracking, approval, and...
Tie expenses to CRM Leads, Accounts, Contacts, Activities, Projects in ConsultPro. Custom add to any existing or custom CRM Entity. Collect expenses to Project Specific or General Business Accounting (integrated with Accounts) This Managed Solution is available conveniently as a standalone expense tracking CRM add-in, a component of MTC's Time and Billing or ConsultPro enterprise solutions, or custom to suite your needs.
See how accurate time tracking and reporting will improve your CRM operations.
Easily track client-related expenses in the familiar Microsoft CRM to manage your business expenses tied with your activities.
CRM ribbon made easy to handle expense - Attach File, Submit, Approve, Reject, and Reimburse.Expense Class - Categorized for Project Specific Expense or General Business Accounting
Project Specific - Travel, Lunch/Dinner, Mileage, car rental, shipping, etc. - will be part of Project or Account specific accounts
General Business Accounting - to Differentiate Rent, Electricity, Internet, Cleaning crew - All are part of General Business Accounting
Licensed to match number of CRM Users for lowest cost. 1st year CRM-upgrade coverage, feature enhancement, and unlimited installation and configuration support. Annual support and maintenance renewal at 25%.
Partner NFR program, OEM, and custom development available from MTC to support unique n eeds
Base per CRM Organization$0.00
Per CRM Licenced/Enabled User
MTC's CRM product licensing includes at no-charge a maximum of 2 non-production instance of CRM for the purposes of Development and Staging/Test. Provide these additional CRM Organization names by email to SalesTeam@mtccrm.com