If your company deals with more than one currency then you can relate to some of these common challenges in managing those currencies in your CRM:
- Why can't I import currencies to update them?
- Can I really only update one currency at a time?
- Where do I get up-to-date currency information?
- How can our users see how the exchange rates have changed over time?
If that sounds familiar than Currency Controller is for you. You should check it out. Really.
Automate your CRM Currency Administration. Currency Controller updates currency exchange rates automatically. Background processes check for updates on an ongoing basis so your system is as up to date as possible. Conversion rates for over 160 currencies (including Bitcoin, Silver, and Gold) are pulled and all Active currencies in your CRM are updated.
For any record you can can select up to 12 historical dates to view at the same time going back to the year 2000 for most currencies. Also view the past year, last 8 quarters, of even the last 5 years.
Filter by Specific Dates
View History for Any Record
To learn more about this solution go to Currency Controller or search for "currency".
Automate your CRM Currency Administration Currency Controller updates currency exchange rates automatically. Background processes check for updates up to every hour so your system is as up to date as possible.
Image & Document Gallery, Drag n Drop Multi Upload
Easy drag n drop document management - upload, tag and view images/documents via an easy frontend drag n drop interface
At a glance, view high level summaries of all related data for a given record. For example, see how many contacts an account has or the total value of all quotes combined for a contact.
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