| Clients Management System: |
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| An Overview |
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| 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! |
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| You can create unlimited number of contacts for each client. Stores all your client details in one central location. |
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| . Easily generates phone list, mailing list, e-mail list, contact list and any other list from your client database. |
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| . Record client activities/correspondences. |
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| . Record client feedback. |
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| . Client invoices and quotations. Automatically convert a quote to an invoice. |
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| . Record offers made to clients. |
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| . Record products purchased by clients. |
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| . Record sales opportunities |
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| Special features |
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| 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. |
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| . 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. |
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| . Broadcast message to clients on a special offer. |
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| Customizable facilities |
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| 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. |
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| . 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. |
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| . Configurable field properties let you define field names, compulsory fields, attach list boxes (look up) to fields and provide default values. |
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| . System Alerts |
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| . Interface to external e-mail systems. |
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| . Full security control. |
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| . Record templates, auto complete and populate options for quick and accurate data entry. |
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| . Unlimited number of databases. |
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| . Data import and export. |
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| . Group update and delete. |
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| . Configurable audit history. |
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| . Create unlimited user groups. |
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| . Full security. |
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| . Mail merge with Word documents. |
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| . Define your own list boxes and values (lookups). |
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| . Product inventory. |
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| . Track competitors. |
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| . Track staff training history. |
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| . Reminders to remind you of due dates or other important dates. |
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| . Copy record to clipboard. |
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| . Network ready for multi-user environment. |
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