• Configure your organisation profile - this information allows your business identity to be integrated into the desktop view
  • Add, edit and delete an unlimited number of users
  • Control permissions for users to access, edit and delete relevant information
  • Set permissions for staff on a role basis
  • Update passwords
  • Manage and organise your customers and suppliers according to your business needs and practices
  • Add, classify, edit, view and delete organisations and individuals
  • Access a comprehensive view of organisations, correspondence, opportunities, requests and orders
  • Search extensively by category, date, phrase, initial letter
  • Manage leads effectively
  • Track correspondence, notes, requests and opportunities related to each organisation or person
  • Look at your commitments in a user-friendly daily, weekly and monthly view
  • Schedule your appointments and tasks
  • Generate and manage leads, facilitating efficient sales activity
  • Optimise time and focus resources by rapid scheduling of to do items
  • Set and manage reminders
  • Keep and organise diverse information
  • Make note of potentially valuable leads and data for the future
  • Clear your desk of post-it notes
  • See an overview of all your products & services – especially useful for sales people or agents
  • Keep track of stock and re-ordering
  • Bring together on-line and off-line sales and stock control
  • Provide full information about each product and possible alternatives
  • List all prices and available stock – everything you need internally and externally
  • Integrate products and accounts management
  • Instantly view complete account histories
  • Link accounts to products
  • Quickly raise sales orders, invoices and agent payments
  • Process international, multi-currency orders
  • Identify outstanding payments
  • Sort and view invoices by date, customers or payment information
  • Keep control of your expenses and purchasing costs
  • Manage data accurately to create better targeted campaigns
  • Mail merge, including the facility to export data to other mail merge programmes
  • Use customisable templates to create and send mail, e-mail and fax to targeted prospects and customers
  • Monitor in detail the response generated by each campaign
  • Create automated reports on which faxes and e-mails did not reach their recipient
  • Track open rates and click-through