Full client management system

Store and share all your customer and sales information in one central location. Never lose a contact detail or opportunity again. Turn opportunities into sales!

Client Management

You can create unlimited number of contacts for each client. Stores all your client details in one central location.

• Easily generates phone list, mailing list, e-mail list, contact list and any other list from your client database.
• Record client activities/correspondences.
• Record client feedback.
• Client invoices and quotations. Automatically convert a quote to an invoice.
• Record offers made to clients.
• Record products purchased by clients.
• Record sales opportunities.

Broadcast Message

Broadcast messages via e-mail to your clients or internal users. You can also merge data from your database to create a personalized message. You can also include attachments in the e-mail.

• Quickly and easily notify your clients via e-mail of new products or fixes for your existing products without the time consuming task of sending out letters.
• Broadcast message to clients on a special offer.

Filters, Views, Sort Fields and Cell Styles

Use filters, views and sort fields to show you the records you want to see in the form you need to see it in.

• Filters is a powerful facility that allows you to do exactly that -- filter your database to look at records of interest to you. As you add records and your database becomes bigger, it becomes more difficult to locate the records you are interested in. For example, you may want to look at only clients in a given country.
• Filters can also be used in reports, import, export, broadcast message and mail merge operation.
• Views allow you to select specific fields to be displayed on the grid on the main window. You can also attach a filter, sort fields and cell style to a view.
• User defined sort fields allow you to sort your records by more than one field. For example, you can sort your records by Client Name in ascending order, followed by Industry in descending order and Country in ascending order.
• Cell style allows you to highlight records based on the value of a field. For example, if Country is USA, set the color to green, if Australia, set it to red.

Customizable

Use the program as supplied or change it to work your way. Set up your own databases, the way you want them. Change your view of information, define field names and attributes, attach a list box to a field and use the form designer to design your own window -- you name it. Each field is fully configurable.

• Form designer. Hide fields you don't need, move fields around by dragging and dropping them to a new position and specifying the tab order of each fields.
• Configurable field properties let you define field names, compulsory fields, attach list boxes (look up) to fields and provide default values.

Optional Add Ons

• System Alerts

And Much More...

• Interface to external e-mail systems.
• Full security control.
• Record templates, auto complete and populate options for quick and accurate data entry.
• Unlimited number of databases.
• Data import and export.
• Group update and delete.
• Configurable audit history.
• Create unlimited user groups.
• Full security.
• Mail merge with Word documents.
• Define your own list boxes and values (lookups).
• Product inventory.
• Track competitors.
• Track staff training history.
• Reminders to remind you of due dates or other important dates.
• Copy record to clipboard.
• Network ready for multi-user environment.
• Plus many more...

System Requreiments:

Client:586/Pentium PC with 32 MB memory and 50 MB disk space; Windows 95/98/Me/XP or Windows 2000/NT 4.0 (with Service Pack 5 or higher)

Server: 586/Pentium PC with 128 MB memory and 100 MB disk space; Windows 95/98/Me/XP or Windows 2000/NT Workstation, Windows 2000/ NT Server 4.0 or higher (recommended).

Databases: Supports MS SQL Server and MS Access.