Contact Relationship Management
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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