If You Don't Remember Your Clients

They Won't Remember You

Home

Contacts

Communications

Broadcast_Email

Work_Groups

Scheduling

Opportunities

Displays

Form_Letters

Financial

About

Contact_Us

Purchase

Use A Comprehensive Contacts Database

  • Main, Alternate, Credit and Family information.
  • User defined descriptors
  • Business card capture
  • Multiple group support
  • Communications history
  • Opportunities
  • Net Search for location, street view and net presence

All instantly accessible

Easily Searchable

  • Perform sophisticated searches.
  • Find a client with our quick search feature by first name, last name, company or location
  • Make client lists for news letters, broadcast e-mail, call logs
  • Use Advanced Search to do your own data mining

Import/Export

A completely open Import/Export structure with pre-programed exports for all contact infomraiton, typical information such as that used for Outlook or Send Out Cards and name and e-mail address export for use in commercial broadcast email. Use Little Helper to consolidate your contact information in one place.

Easy Entry

  • We have facilitated rapid, accurate hand entry with editable drop down lists for various inputs.
  • There is an e-mail parsing function that allows the import of formatted emails from your web site directly into the contacts database
  • Import support allows you to bring data from other sources into the database

Integration

  • Entries in the contacts database are available from other parts of the system.
  • Immediate support for broadcast e-mail and bulk letter production
  • Integrated with our form letters support section
  • Event capture directly from the contacts information screen including phone calls, letters and e-mail

 

Screen Shots

Main Information showing user defined fields, with user defined labels in yellow.

Direct view into the lead generation section of the program. Link contacts to products right here.

 

Business intelligence at your fingertips. Integrated street map, street view and background information search at your finger tips.