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Manage your client relationship; record enquiries, issue response letters/emails, issue quotes, set actions to be followed up, overdue actions alert and more ...

  • Mail Merge Campaigns; create and run a mail merge to all or some of your contacts, automatically add actions to the merged contacts for follow up by a user and a due date, record feedback and result, analyse results and comments for a campaign.

  • Record actions against contacts; actions you have taken or that need to be taken. Assign them to yourself or another user for action by a due date

  • Link those actions to external document files such as quotations, letters, drawings, pictures etc. One click link/unlink/view the associated document

  • Actions alert; every time a user opens the database a check is carried out to see if any actions are due/overdue today and, if there are, an alert is issued

  • Review, print out, complete or re-assign actions to another date or another user

  • Automatically link letters created with the Write a Letter wizard to actions so they can be followed up.

  • Quotations wizard; quickly and efficiently issue a quote or price bid in to a MS Word document for printing or emailing including automated texts and phrases using your designed templates

  • Create a library of products and prices for use in the quotations editor

  • Associate quoted products with external product information Word documents so they can be inserted in to the finished quote automatically

  • So simple to use for single or multiple users to share.

  • The database file is multi-user (including the demo) so you can share your information with all your colleagues.

  • No user licences or repeat fees (you buy the "freehold" with the full version)

  • Fully customisable; you will have full access to the database window and all design objects so you can change or add anything you wish

Limitations: Requires Microsoft Word, any MAPI email package (Outlook, Outlook Express etc) and minimum screen resolution 1024x768. File attachments can only be processed with either Microsoft Outlook or Microsoft Outlook Express.
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So Simple to Implement:
  • Download the appropriate file
  • Unzip the contents in to your working folder
  • Open the database file
  • That's it, you're ready to go!
  • Full instructions included.

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