For more details: Hover over any menu item on the left.
Companies: Organize all the companies in your marketing portfolio.
Make Notes: Enter any information about the company and later use the search facility to recall it.
Search: All Company Notes for any word or part of a word.
Search: For any Company Name or any part of a Company Name
Email any Company: With One Click you can Email any Company. You can enter custom wording or use a pre-made template.
Email the Key Contacts: With One Click you can Email the key Contacts for every company in your filtered list. You can enter custom wording or use a pre-made template.
Contacts: Use this screen to make all your marketing tasks easier and more successful
Filter: By Company, Department, Contact-Type or Work-Group, and then Email, Mail-merge, create Labels, Envelopes or Trade Show Badges for everyone in your list.
Search: Contact Notes for any word; Search for Contact Names (you will be searching first and last names automatically).
Email or Telemarket: Any individidual Contact, using a custom script or template or use your own words.
Make Notes: Enter any information about the person and later use the search facility to recall it.
Create Call Lists: To do volume calling or emailing. Use pre-made scripts or templates.
Products: This is your product catalogue. You enter description, prices, tax information and inventory levels here.
Use this information: To generate Quotations, Orders, and Invoices.
Inventory: You can see at a glance the current quantity on hand and the re-order point for each product.
Inventory Report: You can also produce the Inventory Report from this screen.
Sales Campaigns: Control your marketing efforts.
You can Organize and Manage: Mail-out campaigns, Telemarketing campaigns, and Seminar Campaigns.
Track the Progress of Campaign Participants: To determine how effective a campaign was.
Seminars - Easy Data Entry: For campaigns with hundreds of attendees instead of updating meeting attendance one person at a time, do it in one batch.
Seminars - Attendance Reports: Print Attendance Reports. Reports include Meetings Attended and Offers Accepted and all contact information for easy follow-up.
Shared Calendars: You will always know what your fellow Users are doing and Who is "On-shift".
Confidentiality: Calendars are only shared with people in the User Category.
Accessibility and Protection: Any User can set-up an appointment for any other User, but only the Owner can Delete their own appoinments.
Calendars Views: You can view By Day, by Month, or by Quarter.
Reminders: You will be emailed a reminder of your appointment at a pre-programmed time before the event.
Shift Work Schedules: Workers or Supervisors can enter and view all shift slots. Any shift allocation will email a notification to the Employee and the Shift-supervisor.
Batch Emails and Telemarketing: You can Contact your Clients and Prospects with ease.
Flexibility: You can construct an on-the-spot email or send a pre-programmed email from a template.
Broadcast Communication: You can contact prospects, clients, leads, or fellow users. Simply select a work group and click Batch Email
Granularity: On the other hand, just click on one contact and the email goes to that person exclusively.
Ease-of-Use: All of these job functions are done with one click on the standard Browse Screen.
Telemarketing: Call everyone on your Browse screen. One click, and a screen with script notes and a contact pops up and guides you through the prospecting process.
Mail-Merge: Send out Standard Letters that transform into a personalized communication document.
Customization: You are able to customize your letters with the correct salutation, contact name, address, title, and other personal information.
Templates: You can create as many pre-programmed mail-out templates that your sales campaign requires for a successful sales cycle.
Labels and Seminar/Show Badges: You will want the correct address for those great letters that you just produced.
Standardized Labels: You can produce 2-up or 3-up labels and print them on standard Avery Label Sheets "05159" and "05260".
Ease of Use: The Labels print in the same order in which your Mail-Merge Letters were produced.
Envelopes: You may want print directly to envelopes. This facility make it possible.
Standardized Envelopes: You will be printing directly to C4, C5 or C6 envelopes.
Ease of Use: The Envelopes print in the same order that your Mail-Merge Letters were produced in.
Imports: You can take information from another source and input it to your own contact database.
Standardized Format: You can import your information using the standard and easy-to-use .CSV (comma delimited) format.
Flexibility: The information can be in any order. All you need do is identify the columns on the first line of your data and the system will do the rest.
Quotations: Produce professional looking Quotations.
Easy and Quick: Just click your customer's name, and click the products requested and submit.
Intelligent: Your Quotation will calculate the client's discount amount and the pertinent taxes automatically and produce sub-totals and a grand-total.
Flexible: Your custom or one-of-a-kind items can be included even if it is not in the product list, plus you can include customized wording or instructions.
Progressive: Upon acceptance by your customer, one click of a button turns the Quotation into an Order and emails the Order to your back-office to begin order fulfillment.
Orders: You can create Orders exactly as you did Quotations or simply convert a Quotation into an Order.
Easy and Quick: Just click your customer's name, and click the products requested and submit.
Intelligent: Your Order will calculate the client's discount amount and the pertinent taxes automatically and produce sub-totals and a grand-total.
Flexible: Your custom or one-of-a-kind items can be included even if it is not in the product list, plus you can include customized wording or instructions.
Progressive: Upon fulfillment of your order, one click of a button turns your Order into an Invoice, creates an Account Receivables record and emails Accounting in your back-office to begin billing fulfillment.
Invoices: You can create Invoices exactly as you did Quotations or simply convert an Order into an Invoice.
Easy and Quick: Just click your customer's name, and click the products requested and submit.
Intelligent: Your Invoice will calculate the client's discount amount and the pertinent taxes automatically and produce sub-totals and a grand-total.
Flexible: Your custom or one-of-a-kind items can be included even if it is not in the product list, plus you can include customized wording or instructions.
Progressive: Upon completion of your Invoice an Account Receivables record is created and emails accounting in your back-office to begin billing fulfillment.
Payments: You can enter your payments for the invoice and it will immediately show up on the Invoice Screen, the A/R report and the Invoice A/R Detail Report.
Accounts Receivables: Report on all of your Incoming Revenue.
Invoices Reported by Age: You report on Current, 30-60, 60-90, and over 90 days.
Easy Payments: Your payments are simple to enter and are immediately included on the A/R Report.
Drill Down: One Click on any Invoice Line and the original Invoice (along with all payments) pops up on your screen.
Inventory: Keeps Track of all Inventory Items.
Set you own Re-Order Point: Set the level at which you want to be reminded to Re-Order.
Email Notification: When levels reach your Re-Order Point the Back-Office will be emailed to re-order the item.
Levels Automatically Adjusted: As the order is fulfilled, the inventory level is reduced for each item on the order.
Exports: Convert all Contact Information into a standard .CSV (comma delimited) file.
Export One or more Contacts: If you create a filtered list of one or more Contacts, you are one click away from exporting every Contact in your list to a .CSV file.
Standard: The .CSV format can be inputted into all the popular Office and accounting progrems.
Reports: All Reports are produced as .PDF files in order to ensure trouble free printing.
Back Office Reports: You can print any individual Quotation, Order, or Invoice by entering in the reference number.
One Click Corporate Directory: With One Click, Print, Fold and Staple you can produce a double-sided Corporate Directory of all Employees or Members.
Directory Contents: .The Corporate Directory can include such detailed information as Family Members, Address, Phone Number and Email Address.
Seminar Attendance Reports: You will be able to keep track of every Attendee of your Seminar Meetings.
Marketing Intelligence: You will know at a glance which Meetings were attended, and which Offers were accepted.
