
Easy Contacts CRM Small Business Edition is our powerful, entry-level contact management
solution. Select this product if you're just starting to automate
your prospect and customer database and you don't need all of
the fetures of our advanced products. Easy Contacts CRM Small Business Edition
has been designed to help you excel in these key areas:
- Storing Names and
Addresses
- Printing Mailing Labels
- Sending MailMerge
Letters
- Setting Recalls and
Appointments
- Looking-up and Retrieving
Records
Getting
Organized. This product
has all the features you need to begin automating your customer
database. Enter your customer and client data. Then code each
record as to the demographics you need to categorize each contact.
Build powerful filters to identify groups of customers along product
lines, product interest, location and other demographics of value
to you.
Then use the program to print
mailing labels and form letters announcing special sales, promotions
or events being held at your location.
Activity
and Contact Management.
Whether you work with your customers via telephone or via printed
correspondence, Easy Contacts CRM Small Business Edition will help
you keep on top of your busy sales schedule.
Youll quickly come to appreciate
the softwares ability to remind you who to call, when to
call and what to talk about when you do.
Use the software to schedule follow-up
calls, set appointments and note to-dos quickly and easily.
Use it to dial the phone for you.
Record key details of your conversations and commitments in handy
contact notepads.
Customizability. Youll love
Easy Contacts CRM Small Business Edition, because you can customize your input screens,
reports, list boxes, indexes and much more from the very beginning
and whenever your needs change in the future.
Customers
respond when you show them that you care. Heres
a simple formula for success:
- Keep in touch with your customers
on a regular basis.
- Keep them informed on matters
that are important to them.
- Show them how you can use your
products and services to help them achieve their goals.
If you do these things regularly,
your customers will want to do business with you. Easy Contacts CRM Small
Business Edition will enable you to provide the superior
service that keeps your customers happy and coming back for more.
To learn more about Easy Contacts CRM Small Business
Edition, read the following specifications
and then call your local reseller or contact
us directly.
List of Program
Features.
- Basic Functions: Use it to create and maintain your customer
and prospect list; print mailing labels, envelopes. Use it to
manage your time, set appointments and note to-do's. Auto dialer
to dial the phone, notepad to record summary of commitments,
discussions, and situations. Easily lookup customer records.
Comes in both single user and network versions.
- Customizability: Design your own screens with the screen
designer - Field level security - Create input templates - User-defined
indexes - User-defined list boxes - User-defined Speed-keys.
You'll appreciate the control you have over your own database.
- Ease of Use Features: Single keystroke operation
of many program functions. Icons/Toolbars for single mouse-
clicks on popular program functions.
- Internal Word Pro: Generate mail-merge documents with the
built-in Word Pro. Special features include a spell checker.
Merge Print. Mail Merge. Template Merge.
- External Word Processing:
Link to Microsoft Word
- Activity Management: Day, Week and Month views. Activity Reports.
Day-timer type Day, Week and Month planners. You decide what
to print on calendars. Filter on specific activities/codes to
target contacts with specific activities.
- Call Management: Auto-dialer. Time inbound calls. Time
outbound calls. Call Usage report. Auto-stamp call info into
notepad. Add call termination notes to notepad.
- Report Capability: Quick Reports for simple listings.
- Group List Feature: Ability to create
and assign contact records to groups (or lists) for rapid lookup access. Examples are:
vendor list, new account list, orphan accounts list, trade show
X list, etc. Use your imagination.
With this also comes the ability to send e-mails and print labels and form letters
to group members only. All you do is select
the group, select the document and then immediately begin printing or e-mailing to your list. No waiting for the computer
to locate each record in a large database.
- Interact with
Microsoft Outlook: Ability to synchronize a level 1 Easy Contacts CRM database
with your Outlook 2000 and greater Contacts Folder. Easy Contacts CRM records
at level 2 and level 3 cannot be synchronized. Does not synchronize deleted
contact records. Then sync to your Palm/CE portable device to carry your
important contact data with you.
- Ability to synchronize Easy Contacts CRM
appointments/todo's with Outlook calendar/to-do folder.
Appointments/to-do's linked to level 1 contact records and
activities not linked to contact records can be synchronized, including
deleted appointment/activity records.
Then sync to your Palm/CE portable device to carry your important appointments
and todo's with you.
- Ability to send Internet e-mails
to Microsoft Outlook. Individual e-mails go to the outbox folder.
Broadcast e-mails go to the draft folder. To send them, move them to the
outbox folder.
- Ability to add panels/tabs
to your screens and place fields on them in the screen designer.
Great for organizing the information in your database and maximizing screen
real estate.
- Ability to rollover
incomplete todo's from prior days to the current day.
- Ability to attach documents,
such as Word documents or Excel spreadsheets to a contact record. Then view
those documents from within Easy Contacts CRM Small Business while at that contact
record.
- dBASEIII+ file compatibility:
No proprietary data formats.
Share data with other external programs. Flat file structure:
store all customer details, customer codes, marketing and sales
info in one customer file. Have a separate file for customers,
leads, reps, prospects, territories, etc.
Hardware Requirements
- Pentium PC 233 mhz or faster
- Windows 95/98 & Windows
NT/2000/XP
- Supports popular networks such
as Novell and Windows NT/2000/XP.
- Minimum of 128 MB RAM, 256 MB
or more recommended.
Price. Single User
Version: $99. Network versions
start at $249.
Easy Contacts CRM Small Business Edition, Your powerful contact management solution.
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