Advanced CRM Extension (ACE) for Business Central

The Advanced CRM Extension for Business Central (Endeavour ACE) is a cost-effective collection of advanced capabilities designed to enhance your CRM experience for sales, marketing, and accounting departments. Endeavour ACE extends Business Central's out-of-the-box CRM capabilities with a range of advanced features:

• Custom Role Centers: Allows you to create distinct views for Sales Leaders and representatives, ensuring process management for each team member and an overall team performance review.
• Sales Tracking: Monitor Sales Rep performance, client engagement, and completed tasks.  
• Lead Management:  Organized fields for leads, opportunities, and sales contacts, with a proactive task management checklist to ensure process compliance. 
• Timeline: Track email and engagement within the contact card. 
• KPI Tiles: Pre-build dashboards for a visualization of performance, forecast, and pipeline review. 
• User-friendly Integrated Email: Email from within the Contact Card. 
• Estimates and Quotes: Create custom estimates and quotes with the ability to convert them into Sales Orders.