Integrate Customer Data, Sales and Marketing in a Single Multi-User Database.
- Includes CRM, marketing, sales tracking functions.
- Easily add your own information.
- Integrates with MS-Office and other programs
Users include realtors, financial advisors and brokers, non-profits, professional and business service providers, professional marketers, home maintenance and improvement, manufacturers and many niche and unique businesses.
Key Features
Customer Database and CRM:
- Find customer by name or its part, customer id or other parameters
- All customer-related information conveniently accessible from one location
- Complete date-stamped history of all interactions
- Share the data between your staff
- Reminders
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Marketing:
- Mail Merge
- Send personalized marketing communications via mail or email
- Print mailing labels
- Select customers for mailing by any combination of parameters
- Import customers from mailing lists, accounting and other programs
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Sales Tracking:
- Track sales and orders on the database
- Calculate sales tax
- Generate invoices, packing slips, booking confirmations and other documents
- Monitor your sales performance
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Customization:
- Easily add your own fields
- Customize invoices, packing slips etc
- Create your own screens and reports
- Use our service for more complex customization
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Options
Customers+Sales Edition
Powerful yet easy to use version for tracking non-itemised sales; includes all the key features above.
Screenshots and more information
Download free 30-days trial
Pricing and Licensing
Catalog Sales Edition
Includes catalog of products, multi-tier pricing structure, automatic price calculation, multiple items per sale.
Suits a niche retailer, wholesaler or a service business with structured pricing.
Screenshots and more information
Download free 30-days trial
Pricing and Licensing
Custom Edition
Create your own custom system by selecting from more than fifteen seamlessly integrated modules including contact and customer information, sales management, marketing, data sharing, security, reporting and more.
Select your configuration and download free 30-days fully functional Trial
Full version prices will be automatically calculated
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