Sales Officer First Name
Sales Officer Last Name
Sales Officer Phone
Sales Officer Email
Client First Name
Client Last Name
Client Job Title
Client Company Name
Client Email Address
Client Phone Number
Client Accounting System Blackbaud​ Financial Edge Caliber Deltek Epicor FinancialForce Infor JD Edwards Lawson Microsoft Dynamics 365 Microsoft Dynamics AX Microsoft Dynamics Exact Unknown Microsoft Dynamics GP Microsoft Dynamics NAV Microsoft Dynamics SL NetSuite None Oracle Cloud Oracle E-Business Suite Other QuickBooks Sage 100 Sage 200 Sage 300 Sage 300 CRE Sage 50 Sage Exact Unknown Sage Intacct SAP Business One SAP ERP TOPS Xero
NetSuite Type NetSuite NetSuite OneWorld
QuickBooks Type QuickBooks Desktop QuickBooks Online Unknown
Other ERP
How many average payments does the client make per month? 1 - 50 51 - 100 101 - 250 251 - 500 501 - 1000 1001 - 2000 2000 +
On average how many invoices are received per month? < 50 50 - 99 100 - 249 250 - 500 500+
Client's Primary Payment Method Paper Check ACH Transfer Credit Card Virtual Card Wire Other
Uses Purchase Orders Yes No
Additional Details
Comments