DOWNLOAD FREE 30 DAY TRIAL

• FREE 30 DAY TRIAL, FREE EMAIL SUPPORT, FREE UPGRADES
• YOU ONLY PAY THE ONE-OFF PURCHASE PRICE (see table below)

Contact / Customer Details

• Easy to store contact details, customer history, emails and notes all in one place
• Instant access to customer details, customer history, notes and customer account

Search

• Quick and easy to search for customer details, previous correspondence, quotes, invoices

Quotes, Invoices, Customer Letters, Marketing Material, Custom Documents

• Create quotes or invoices in seconds, as simple paragraphs or as items selected from a list
• Email quotes, invoices and other documents as PDF files
• Easily track payments and send Payment Reminders
• Document templates easily edited in Word to add your logo and and customize wording
• Scan in customer files and easily attach to customer record
• Create your own custom documents and custom history entry types to store whatever is relevant to your business
• Mail merge to print customer letters and labels
• Job sheets automatically created from quotes or invoices

Outlook Integration

• Integrates with Outlook for easy management of customer emails including Email templates for sending standard emails and replies
• Tasks, Appointments and Reminders can be linked to Outlook Reminders

Reminders

• Reminders to help you get organized eg customers you need to call, quotes you need to prepare
• Today view showing invoices that should be paid, current appointments and tasks

Single or multi-user

• Can be used as a standalone product or share customer details with other users on a network. Add more users any time
• Can be upgraded for free to use SQL Server as the database to support large numbers of users

Import

• Easily import contacts from a spreadsheet or from Microsoft Outlook

Export

• Export contacts and transactions to Sage to keep the accountant happy
• Export contacts to Iphone or other SmartPhone for access on the move
• Export contacts to MailChimp for Email marketing

Customization

• Create custom fields to store data specific to your business
• Create custom reports to provide information your business needs

Internationalization

• Used in more than 15 countries world-wide inclusing USA, Canada, UK, Australia, India, France, Greece, Switzerland, Spain, Mexico, Egypt, Philippines, Netherlands, Singapore
• Used in many currencies including US Dollars, Canadian Dollars, Pounds Sterling, Euros, Australian Dollars, Peso, Egyptian Pound

Suppliers

• Track supplier invoices, payments and credit notes

Quick Guide to Contact Management Software / CRM

DOWNLOAD FREE 30 DAY TRIAL

Purchase Software Licenses

How to Share Customer Data on a Network