Decorum CRM vs Helm

Decorum CRM covers the entire cycle of customer relationship which doesn't end with closing the opportunity. The customer needs to be serviced with on-time deliveries and timely updates of what's happening with the order as well. The following features are covered as part of Decorum CRM:- - Create opportunities and assign them to yourself or your team member - Track opportunities throughout the pipeline - Plan and complete activities for different opportunities - Capture potential items that can be sold as part of an opportunity and then convert to order on closing the opportunity - Get performance of sales person or entire sales team - Keep detailed centralised contact book of all sales persons - Track order after successfully closing the opportunity

Helm requires a paid subscription. Once subscribed, save time on ordering, invoicing, instructing, and accounting. Work completely offline. Keep data private! - Ordering: create an order for multiple customers with products from multiple wholesalers. - Invoicing: create an invoice for the customer useful for instructions, and create invoices for every wholesaler with a click. - Accounting: Generate monthly and yearly reports for tax filing. Automatically apply discounts, shipping, and sales tax to orders. Automatically calculate wholesale and retail pricing. You no longer need to duplicate work between ordering, invoicing, instructing, and accounting! Additional features: - Validate addresses - Provide shipping discounts - Provide product discounts - Calculate wholesaler shipping prices - Calculate retail product prices - Edit HTML invoices with instructions - Email HTML invoices to customers and wholesalers - Export data as JSON or CSV - Import JSON data - Easily find orders, customers, products, and businesses with advanced search filtering For more details, visit: https://www.ordrop.com/helm Marketing Video: https://youtu.be/UxZXl_44bKo Quickstart Tutorials: https://www.youtube.com/playlist?list=PLi2AfUIhxmfHmVJZlknBC27HonIQVsa5- All Tutorials: https://www.youtube.com/playlist?list=PLi2AfUIhxmfF_tc0FGQnohDzij4NSNCia End User License Agreement (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Terms & Conditions: https://www.termsfeed.com/live/fcbaeb2c-d77d-4759-ba3d-b86c81808583 Privacy Policy: https://www.termsfeed.com/live/23bd9ff2-42bd-4f3c-8510-fdf915f09860