TexaCore is a general ERP for business owners and accountants, bringing accounting, inventory, and sales together in a free-forever desktop edition that works offline. Check the current subscription catalogue for cloud pricing, trial terms, and current limits.
· TexaCore
Organize contacts and opportunities
TexaCore helps organize this workflow. Start with an organized contact record, then add a sales opportunity to track the discussion and its current stage. The pipeline board groups opportunities by stages the team can review, while notes keep useful context with the record.
Plan follow-up tasks
Turn the next step into a dated task with an owner, such as a call or quotation review. The team can work from CRM tasks, the calendar and activity history, then update a task when it is completed or rescheduled.
Review activity
Use the follow-up view to review open tasks and recent contact activity, then reopen the account or opportunity before the next conversation. These records help organize daily work; sales results still depend on the team and each customer’s situation.
FAQ
- How do I organize follow-up for an opportunity?
- Link it to a contact, update its stage and create a dated task with an owner.
- Where can I review previous tasks?
- Use the task list, calendar and the contact or opportunity activity history.