Office Management Software for Sales Staff Management and Control

Contact Management

• Handles main contact and sub contacts
• Easy find functions for contacts
• Unlimited notes and history on every contact
• Stores all documents, calls and email for every contact
• Schedule follow ups and appointments for contacts
• User definable contact screens and fields
• Create address maps for every contact

• Generate contact lists
• Mailing labels
• Form letters To specific contacts or all contacts
• Print contact information easily
• Graphical monthly contact reports
• Sales analysis reports
• Sales forecasts for specific salespeople or all salespeople
• Call lists
• Task lists
• Active quotes/deals
• Appointment reports
• Price lists
• Sales item reports
• Literature request lists
• Literature request mailing labels
• Documents/Proposals/Follow up letters
• Employee schedule reports

• Save documents in database (no external links needed)
• Create templates and form letters
• Print letters to groups of contacts automatically
• When printing letters you can choose to print with fax cover sheet
• 3 built in fax templates

• Use multiple pricing levels
• Discounts by percent or dollar amount
• Customizable Quotations
• Infinite number of sales tax rates
• Status and close date on every quote
• Weighted quotes by closing percent
• View all active quotes

• Supports POP3 server email
• Broadcast Email to contacts
• In house message without email
• Send messages to any or all employees

• Unlimited items
• Unlimited categories of items
• Find by category, manufacturer or vendor
• Unlimited documents per item
• Items are used in quotes
• Scan brochures and pictures of items in database

• Unlimited number of campaigns
• Automatic call lists
• Selection criteria on every campaign
• Use campaigns for automatic follow ups

• View todays calls
• View calls not made
• View calls for a range of dates
• Print call lists
• Dial calls automatically
• Calls automatically update scheduler

• View appointments by day or week
• Calls update scheduler automatically
• Color coded activities
• Employee schedule reports