Contact Manager

Features Include:

• Single point of entry for all contact information: no more separate databases to maintain for Email, faxing, customers, etc.
• Unlimited contact people per contact organization, with separate address fields for each contact person
• Categorize by request, source and status, with reports such as sales by source
• Convert prospects/contacts to customers/vendors and vice versa
• Update Microsoft Outlook™ with new contacts and tasks
• Option to Integrate with Microsoft Exchange™ to update public folders on your server
• Import Contacts from Microsoft Outlook™
• Unlimited contact notes with automatic user, date and time stamping, and user-defined categories
• Set appointments and follow up times (optionally updates MS Outlook™ automatically)
• Link to Microsoft Word™ for mail merge follow up letters
• Quote system provides ability to quote prospects and convert quotes to firmed orders by one click of a button, with the option to transfer only selected items from the quote
• Print quotations in English or second language
• Re-usable quote templates are supported
• Persistent Quotes option: when a quote is transferred to sales order, the user has the option to retain the quote as a valid, open quote
• Quotation history: ability to review all historical quotes transferred to sales orders
• Optional links to other popular CRM packages