A Database of your;-
Clients/Customers/Prospects ,
Name and address, telephone no's, comments and Notes
(See Below).
If Customers have Branches their details will also be fully recorded, as will those of all Contacts within the organisation.
Suppliers,
All details of contacts, branches etc also held for suppliers
contacts
Each contact has its own record and can stand on its own or be linked to a client and/or supplier.
Filters
Every record caries category filters.
Filter by importance, for say, Current, Less Current etc or regular or
occasional follow up. Plus by (say) line of business, business type etc.
Use as many categories as you need.
Notes
Notes are attached to one of the other files (i.e. Clients, Suppliers, Branches or Contacts).
All notes have a topic. You
can create as many topics as you like. User name and date are appended every
time a note is added.
You can even list all the notes for a topic, say if you are organising an event or mounting a campaign, or even checking sales calls.
E-Mails
Send emails and add them to your notes for contacts.
Send
E-Mails to groups of contacts - adding to the notes of each.
Diary
You and each
of your users have
their own diary for appointments, notes and even a TO DO list.
Diarise while
talking to and adding notes to contacts
There are four levels of user, and we have only given level 4 usage in the
demo, which allows read only on all files. Like to take a look?
Click Here