TEMPLATES SYSTEM
Allows you to create unlimited categories and then, unlimited letters via merging your customer data automatically and your companies data allowing you to e-mail, EFAX or print. You may also use the templates manager to create e-mails for marketing campaigns, letters, etc. You can even create and send SMS messages.
INTERNET STATUS REPORTING
With one click create unique web pages that reports your client's progress-work status to you web server. You do not need to install anything in your web server; nothing, zero, nada, zip --- simply click a button and all pages from active clients will be created. Then click another button to send access links to your clients. Additionally, report the case status by e-mail if you wish. Use it for your other businesses too.
INTEGRATED INVOICE - PRODUCTS - INVENTORY SYSTEM
It is now a breeze to assign contacts to invoices and populate the fields in one click. Select products and populate products fields with one click too. Also create service invoices with ease. Additionally you can interact with your invoices in many areas of the program. Do difficult queries with ease and then filter contacts that match the invoice query for Marketing purposes. For example, you can select invoices where you sold a product to clients four month ago and older but not within the last 4 months and then select contacts that match this criteria to send a series of emails (automatically) with an special offer. Charge Cards directly from the Invoice System.
E-MAIL SYSTEM
We offer a completely integrated E-mail System that replaces Outlook with many advantages. See all e-mails Sent, Received and linked from a Customer with just one click in one place. You can Apply Rules and automate processes such as Anti spam Rules and Deletion of e-mails in server based on rules. Attach Private Notes to E-mails. Edit E-mails received in the actual message. Change the status of e-mails one by one or in batches. Add a contact to the database with one click. Link E-mail to contacts. Classify E-mails in groups (one or many groups). See E-mail headers with one click. Find e-mail through an integrated Search System. Combine E-mails. Create Account Defaults for Signature, Subject, Group and Attachments. Powerful Rules Manager helps in many ways. Form Parsing allows adding contacts and populating fields automatically. Also interacts with our own Automessenger system (like an Autoresponder on steroids)
AUTOMESSENGER SYSTEM
This section is like an autoresponder on steroids, it e-mails sequences of templates with automatic personalization. A special feature is the ability to assign unlimited AutoMessenger to contacts with its own specific schedules.
- TEMPLATES SYSTEM
- INVOICE SYSTEM
- E-MAIL SYSTEM
- AUTOMESSENGER SYSTEM
- FOLLOW-UP SYSTEM
- MARKETING TRACKING SYSTEM
- F.A.Q. & SUPPORT SYSTEM
- KNOWLEDGE DATABASE
- ONE-CLICK MULTI-TASK SCHEDULER
- AUTOMATIC REPORTING OF CLIENT HISTORY TO SALES FORCE
- INTERNET FORMS FILLER
- FREE FORMS SYSTEM
- GATEWAY INTERACTION SYSTEM
- GATEWAY INTERACTION SYSTEM
- PARSING SYSTEM
- VOICE RECORDING & PLAYBACK
- PERSONAL AGENDA
- PERSONAL PHONEBOOK
- SCRIPT TELEMARKETING SYSTEM
- CUSTOMER EVALUATION SYSTEM
- RECEIVABLES SYSTEM
- PAYABLES SYSTEM
- CHECK WRITING IN BLANK PAPER
- CHEKC DRAFT WRITING
- BANK ACCOUNTS RECONCILIATION
- CREDIT CARDS RECONCILIATION
- CONVERSIONS SYSTEM
- VIRTUAL FILE CABINET
- INTERNET BACKUP SYSTEM
- DOMAIN MANAGER SYSTEM
- REPORTS SECTION
- CONTACTS MANAGER
- IMPORT AND EXPORT
TELEMARKETING SYSTEM
Work your telemarketing efforts with ease. Select groups of clients to call and call them one by one. Record your clients conversations in the Script Screen and play script recorded messages for a consistent enthusiastic message over and over. With 20 specific programmable one click check marks allows you a fast and accurate evaluation of the contact status. Then you can analyze the data for selected contacts with one click.
CUSTOMER VALUATION SYSTEM
Know, at a glance the Value of your Customer. Assign your own evaluation criteria or use the default one provided. Select a group of Clients and see them perform against the average. Those that are not worth your valuable time and efforts can now be dealt with in a different manner, even deciding to let them go as clients.
MY COMPANY MANAGER
If you have more than one company you can use the My Company Manager to impersonate a different entity when doing invoices, etc. Allows multiple identities (referring to your clients) when dealing with various ors.
CONTACTS SECTION
The "Drivers Seat" has all options in plain sight.
Find anything with ease... and we mean it. As opposed to other software that forces you to go through many steps just to perform the simplest of searches, our program takes a direct approach. First, you click on the FIND button (which is always in plain view, or use its shortcut: Control+4). Then, you type any word or combinations of words. The program will look in the Name, Company, Phone Numbers, E-mails, URL, Keywords, Products, Referrals and Related fields in one pass, presenting the results immediately. Most importantly, the order of words does not change the result (even spanning fields, where John Smith, with his occupation as "realtor", can be found using "John", "Smith John", or even "John Real"). Additionally, the program saves your latest keyword searches, so it is just a matter of selecting from a pull-down list and pressing enter to find something. For advanced searches, you can perform a Full Find, which can use Boolean logic if desired. The shortcut Control+4 is available in other sections of the program for a consistent, fast and zero-frustration experience. You can link unlimited documents to each client (Word files, Excel, Powerpoint, PDF, images, etc)
Sixty One-Click-Groups are available. Also, use Memorize Groups for frequently used groups. On-The-Fly Groups makes complex selections a breeze. TO-DO Groups when you need to work on batches. Look for Maps based on your Customers address and save them in the program.
Check for Duplicates with ease. Use specific Snippets in many fields of your Contact database for consistent entries. Even compare side-by-side contacts and move data from one to the other.
Dial Phone Numbers with just one click (and see more than just numbers).
Select E-mail Templates to send to a Customer with one click. Instant Filtering based on content.
Navigate your database with ease, including sorting in Form View. Record Notes in your own Voice, and Playing them back.
Validate Cards and Charge them from the Contact Screen Use Default Labels for your User Defined Fields and still be able to change them
See your Contact Information in many ways in the same screen. ( see image sample in the right side of the screen)
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CHARGE OF CREDIT CARDS
Charge your Customers Cards from the program. Use multiple merchant account gateways (Authorize.net, Network Merchants, Dow Commerce and Linkpoint Central - Global Gateway). If you do not have a merchant account you can apply for a free setup one from the program.
CHECKS AND DRAFT WRITING
Don't buy checks anymore, print them in blank check paper available anywhere. Use recurrent checks to pay your payroll. Create recurrent Check Draft to charge your customers every month for a installment plan for example. Maintain unlimited Bank Accounts and Card Accounts. Use the included reconciliation system to check the validity of your banks or card statements. It will tell you with words of any problems in your reconciliation.
ACH INTEGRATION
For real time check charges use our integrated ACH system with Vanco Services.
VIRTUAL CONTACTS
Post your contacts to your own domain on the internet where you can see them with any Internet device like an iPhone, Blackberry, etc.
ONLINE CALENDARS
Post unlimited Online Calendars to your own domain on the internet to advise of webinars, meetings, etc.
FOLLOW-UP SYSTEM
Keep track of documents sent, due dates and more. Track not only documents, but many other items as well. Select all Follow-Ups of a particular Contact or see them all together. Check tracking numbers from UPS, PSPS, FedEx, DHL and much more. Color coded by status for easy viewing at a glance.
MARKETING TRACKING SYSTEM
Track Your Marketing Campaigns with ease. See, at a glance the status of your campaigns. Know if your campaigns are profitable or not. Assign Shortcuts to your Marketing Issues.
MARKETING STRATEGIES MANAGER
Enter unlimited Marketing Strategies under unlimited categories. Use this section to control and organize your marketing strategies under different categories like, Internet, Magazines, Networking. etc.
ACCOUNTS RECEIVABLE
Control recurrent payments with ease. Charge cards directly from the Receivables System or create a Check Draft to pay for a receivables with just one click. You can created Recurrent Payments for any amount of time and any number. Additionally, it works automatically with the Invoice System, so a receivables will be created when an Invoice is for better control. Set it up and you'll always know what your client's owe you. Also, you can create Payments Plans with unlimited recurrences with one click.
ACCOUNTS PAYABLE
Control recurrent commissions with ease (an unlimited level commission system included). You can create Checks directly from the payables system to pay for payables. The Payables System interacts automatically with the Invoice System and assigns commissions when the invoice is paid as appropriate. You can have unlimited levels of commissions.
F.A.Q. & SUPPORT SYSTEM
Your own Customer Support System. Merge Contacts and Company fields for personalized support. Give customer support from voice recordings. Add unlimited Canned Answers under unlimited categories for fast reliable support.
KNOWLEDGE DATABASE
Use it for Company Manuals, Training Courses, Company Logos, etc. Add unlimited data plus running of related files (Word docs, Excel files, Pictures, etc) with one click. It will become your personal library.
ONE-CLICK MULTI-TASK SCHEDULER
A real combination of ingenuity and simplicity. The Contacts task scheduler allows you to assign contacts with unlimited tasks and their in-between-days schedules with one click or add different tasks one click at a time or manually as well. Once the first task is complete, the next one is rescheduled automatically. This powerful feature allows assigning of complete marketing strategies of diverse nature with one click. Also if you miss one task, the rest gets reschedule automatically.
AUTOMATIC REPORTING OF CLIENT HISTORY TO SALES FORCE
All e-mail templates sent, EFAXs or printed reports plus completed tasks are logged in the history tab automatically (plus you may add anything manually) then, is takes just a click to e-mail to some or all your sales force a special report with full histories of their clients. This can be extended to all levels (like manager, distributor, agent -> client etc..)
INTERNET FORMS FILLER
Fill in Internet forms from data in your Contacts database. Multiple uses and Unlimited capabilities.
VIRTUAL CABINET
Maintain all kinds of lists under control (Passwords, URL's, Keywords, Music files, Pictures, Documents, E-mails, etc). Free Forms also tracks unlimited User Defined Fields by means of its link capabilities. Its unique Action Buttons perform many functions in one. Every record of a Virtual Folder has an Action Button.. Action Buttons act differently based on the content in the field without further user intervention. For example: if the field content is an e-mail, clicking on the Action Button will open the integrated E-mail System; if the content is a URL, it will open your browser on that web page; if a phone number, it will try to dial the number through your TAPI system; if you precede a URL with the word GRAB then it will get that web page from the Internet and either save it on your hard drive or in your Windows clipboard for further use; if you precede your content with an equal sign (=), it will act as a calculator, ideal for quick checkbook balances; if you have a Word, Excel, PowerPoint or any other file, it will open your document in the correct application. Plus, if you have an MP3 or WAV, it will play directly; if you have an image file address, it will open; if you have a contact ID, it will jump to that contact. Finally, you can use it to perform direct searches in Google. A very worthy tool indeed. . . Search Google from previously selected keyword list. Use it as a slide show or Image Catalog Use one field for different purposes. Export Contacts that you do not use too often using Free Forms (allowing you to control unlimited unrelated databases). You can Record and Manage all your Phone conversations if desired.
PARSING SYSTEM
Extract Information (parse) from E-mails or any text. Use the Parsing System automatically in the E-mail System as part of its Rules Manager or manually in the Contacts section.
Allows you to grab information and integrate it into your database without the traditional data input required.
VOICE RECORDING & PLAYBACK
Allows you to record Messages and Phone Conversations. Play Messages merged on an actual Phone conversation (special electronics provided). Plays MP3 and other formats directly.
PERSONAL AGENDA
Keep your personal and business affairs separate. Do not mix your affairs with your client's. Find any word in the Personal Agenda with ease. Look for Groups of Messages. Use powerful recurrence events, even by the hour. View all your Personal Notes in one place if desired in spite of date. Update old TO-DO's with a click. Use powerful Action Buttons within the Agenda. Use Snippets to ease your work some more.
PERSONAL PHONEBOOK
Maintain your frequent or family numbers handy. Dial automatically with one click. Export from / to the Contact database with one click. Link Phonebooks records to Contacts in the main database. Make use of assignably Groups Buttons for speed.
INTERNET BACKUP SYSTEM
Backup your files to your domain server and do not pay for a backup server.
DOMAIN MANAGER SYSTEM
We include a fully integrated full-featured Domain Manager System. If you have more than one domain you need this to keep track of all the important information relating to your domains such as passwords, hosting account information, server panel and much more.
REPORTS SECTION
Many useful Reports are provided with an ingenious display for easy selections including three reports where you select the fields you want to display or print.
IMPORT AND EXPORT
Import and Export to different formats including excel. Very easy to import from other formats.
CONVERSIONS SYSTEM
For all your conversions needs, a complete system is included.
OTHER FEATURES
Yes, there is still so much more including E-mail Extraction Tool and the list goes on.
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