4c project portfolio, programme and resource management software

Contact Us
Site Search
Site Map
Products Industries Services Customers News About Us

Home > Other Features > Customer Database


Customer Database


If you’re using 4c in a PSA (Professional Services Automation) application, you will have a customer database.  This can include some elements of Customer Relationship Management (CRM).

  • Store customer address and contact details - multiple contacts and addresses can be entered.

  • Log each contact event and its outcome, and optionally link it to a project, programme or task.

  • Categorise customers.

  • View projects for each customer with any logged issues and risks.

When you create a project, you link it to the appropriate customer record: all the relevant information (contact details, addresses etc.) is then carried over into the invoicing area.

Go Back

4c Customer Database