June 25, 2009

In Lizzy’s CRM module, you have the ability to create and track shipments. This process is meant for those only utilizing the CRM module and nothing more. For those actually needing a solution to track inventory and schedule orders, Lizzy has a new Inventory and Invoicing system that will be just what you need. In

June 25, 2009

Since we’ve officially released the CRM and PDM modules to the public, our next focus is in getting the Payroll module 100% complete and through testing. The module currently is in testing and we’re tweaking a few things to make it more user friendly. The processes and tax tables for the US and Canada are

June 24, 2009

Today’s post is going to include a link to a video that walks through the process of creating and using Roles within Lizzy. Roles are basically ways to tell Lizzy what users can and can’t do, but in a way that allows you to reuse them. For example, you really want to setup Roles as

June 23, 2009

When developing our other CRM products we always had a way to schedule a call back for a customer, but we were always missing an important part of the process. How to see what you’ve already scheduled for the day and in the case of scheduling for another employee, how to see what they have

June 23, 2009

When we started out working on our CRM solution it was just named Nizex, the same name as the site and the company. Nizex got its name from orgaNIZE with that oh so popular X thrown on for good measure. Nizex.com has been around for over 5 years and was originally created in order to

June 23, 2009

In this blog entry I’m going to cover just a few things that our CRM system can do to help you manage your contacts. Instead of listing out a bunch of bullet points, I’m going to instead provide a few examples that you probably run into everyday. 1) A customer calls you for help. If

June 22, 2009

In this post I’m going to cover a few details about how Lizzy tracks time and reports on the stored data. When setting up your company you can elect for Lizzy to force people to clock in on the time clock before they get started, or not to do so. The time clock on most

June 22, 2009

In Lizzy, a support rep will only be utilizing the CRM system. From there they can see all of a customers tickets, where they are within the company and provide real time information to the customer. In fact, if you set your customers to be able to login to Lizzy themselves, they can check on