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Really Simple Account & Contact Management |
Really Simple Account & Contact Management keeps all your customers and prospects in a simple two-tier data structure: Accounts (companies and
organisations) and Contacts (people who work there)
- Record every email, telephone call, support request and meeting as an Activity for that Account, so that you and your colleagues can see every interaction with that
organisation.
- Easily search Accounts and Contacts.
- Enter and update multiple Contacts at once with one mouse click.
- Set up Tasks to remind you of outstanding actions against each Account, such as calling them back.
- Assign Accounts and Tasks to other users with optional email notification.
- Share information on Accounts with others in your organisation by setting up Sales Groups.
- Use the default sectors, products, sales stages and other analysis
categories or set up your own.
- Create Custom Fields for your data.
- Import and Export data from csv files and from Microsoft Outlook
- Taking a complete local copy of your data in Microsoft Access format for you to use on your PC.
- Simple but powerful report writer comes with pre-written standard reports
allows you to create your own, all from one page.
- Download any report into Excel at the click of a button.
- Create mailing lists to send mail merged letters or emails.
- Interfaces to the email client of your choice, including Outlook.
- Clear screens with no confusing icons allows even the occasional user to
use the system without training.
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