INTEGRATED INVOICE - PRODUCTS - INVENTORY SYSTEM

to service your clients. It is a breeze to assign contacts to invoices and populate the fields in one click. Select products and populate products fields with one click too. Also create service invoices with ease. Additionally you can interact with your invoices in many areas of the program. Do difficult queries with ease and then filter contacts that match the invoice query for Marketing purposes. For example, you could select invoices where you sold a product to clients four month ago and older but not in the last 4 months and then select contacts that match this criteria to send a series of emails (automatically) with an special offer.

TEMPLATES SYSTEM

allows you to create unlimited categories and then, unlimited letters where customer data merges automatically ready to sendby email or print. You can also use the templates manager to create emails for marketing campaigns, letters, etc. It interact with two database at one time so you can merge fields from those two databases in the same letter.

E-MAIL SYSTEM

Integrated E-mail System that replaces Outlook with many advantages. See all e-mails Sent and Received from a Customer with just one click in one place. Apply Rules and make things automatic. Anti spam Rules. Deletion of e-mails in server based on rules.
Attach Private Notes to E-mails. Edit E-mails received in the actual message. Change the status of e-mails one by one or in batches. Add a contact to the database with one click. Link E-mail to contacts. Classify E-mails in groups (one or many groups).
See E-mail headers with one click. Find e-mail through an integrated Search System. Combine E-mails. Create Account Defaults for Signature, Subject, Group and Attachments. Powerful Rules Manager helps in many ways. Form Parsing allows adding contacts and populating fields automatically. Also interacts with the Automessenger system (like an Autoresponder on steroids)
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AUTOMESSENGER SYSTEM

This section is like an autoresponder on steroids, it e-mails sequences of templates with automatic personalization. A special feature is the ability to assign unlimited AutoMessenger to contacts with its own specific schedules.

• TEMPLATES SYSTEM

• INVOICE SYSTEM

• E-MAIL SYSTEM

• AUTOMESSENGER SYSTEM

• FOLLOW-UP SYSTEM

• MARKETING TRACKING SYSTEM

• F.A.Q. & SUPPORT SYSTEM

• KNOWLEDGE DATABASE

• ONE-CLICK MULTI-TASK SCHEDULER

• AUTOMATIC REPORTING OF CLIENT HISTORY TO SALES FORCE

• INTERNET FORMS FILLER

• FREE FORMS SYSTEM

• GATEWAY INTERACTION SYSTEM
  
  
• GATEWAY INTERACTION SYSTEM
  
  
• PARSING SYSTEM
  
  
• VOICE RECORDING & PLAYBACK
  
  
• PERSONAL AGENDA
  
  
• PERSONAL PHONEBOOK
  
  
• SCRIPT TELEMARKETING SYSTEM
  
  
• CUSTOMER EVALUATION SYSTEM
  
  
• PAYMENTS / COMMISSIONS SYSTEM
  
  
• CONVERSIONS SYSTEM
  
  
• VIRTUAL PERSONA MANAGER
  
  
• INTERNET BACKUP SYSTEM
  
  
• DOMAIN MANAGER SYSTEM
  
  
• REPORTS SECTION
  
  
• CONTACTS SECTION
  
  
• IMPORT AND EXPORT
  
  
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SCRIPT TELEMARKETING SYSTEM

Work your telemarketing efforts with ease. Select groups of clients to call and call them one by one. Record your clients conversations in the Script Screen and play script recorded messages for a consistent enthusiastic message over and over. With 20 specific but programmable one click check marks allows a fast an accurate evaluation of the contact status. Then analyze the data for selected contacts with one click.

CUSTOMER EVALUATION SYSTEM

Know, at a glance the Value of your Customer. Assign your own evaluation criteria or use the one provided. Select a group of Clients and see them perform against the average.

PAYMENTS / COMMISSIONS SYSTEM

Use it to control Payments owed to you, or control Commissions you owe to Contacts (affiliates maybe?). Use recurrence to control future Payments / Commissions. See, at a glance, what is Earned, Paid or Void. The status of a Payment/Commission is color coded automatically, so it is very easy to know which transaction is paid, etc. See specific Payments or all for "The Big Picture".

VIRTUAL PERSONA MANAGER

If you have more than one company you can use the Virtual Persona Manager to impersonate a different entity when doing invoices, etc. Enter Creditors and the like in the Virtual Persona for Template Interaction.

CONTACTS SECTION

The "Drivers Seat" has all options in plain sight.
Find anything with ease... and we mean it. As opposed to other software that forces you to go through many steps just to perform the simplest of searches, our program takes a direct approach. First, you click on the FIND button (which is always in plain view, or use its shortcut: Control+4). Then, you type any word or combinations of words. The program will look in the Name, Company, Phone Numbers, E-mails, URL, Keywords, Products, Referrals and Related fields in one pass, presenting the results immediately. Most importantly, the order of words does not change the result (even spanning fields, where John Smith, with his occupation as "realtor", can be found using "John", "Smith John", or even "John Real"). Additionally, the program saves your latest keyword searches, so it is just a matter of selecting from a pull-down list and pressing enter to find something. For advanced searches, you can perform a Full Find, which can use Boolean logic if desired. The shortcut Control+4 is available in other sections of the program for a consistent, fast and zero-frustration experience.

Use Memorize Groups for frequently used groups. On-The-Fly Groups makes complex selections a breeze. TO-DO Groups when you need to work on batches. Look for Maps based on your Customers address and save them in the program.

Check for Duplicates with ease. Use specific Snippets in many fields of your Contact database for consistent entries.

Dial Phone Numbers with just one click (and see more than just numbers).

Select E-mail Templates to send to a Customer with one click. Instant Filtering based on content.

Navigate your database with ease, including sorting in Form View. Record Notes in your own Voice, and Playing them back.

Validate Credit Cards and Charge them from the Contact Screen Use Default Labels for your User Defined Fields and still be able to change them

See you Contact Information in many ways in the same screen. ( see image sample in the right side of the screen)

FOLLOW-UP SYSTEM

Keep track of documents sent, due dates and more. Track not only documents, but many other items as well. Select all Follow-Ups of a particular Contact or see them all together. Check tracking numbers from UPS, PSPS, FedEx, DHL and much more. Color coded by status for easy viewing at a glance.

MARKETING TRACKING SYSTEM

Track Your Marketing Campaigns with ease. See, at a glance the status of your campaigns. Know if your campaigns are profitable or not. Assign Shortcuts to your Marketing Issues.

F.A.Q. & SUPPORT SYSTEM

Your own Customer Support System. Merge Contacts and Company fields for personalized support. Give customer support from voice recordings. Add unlimited “Canned Answers” under unlimited categories for fast reliable support.

KNOWLEDGE DATABASE

Use it for Company Manuals, Training Courses, Company Logos, etc. Add unlimited data plus running of related files (Word docs, Exel files, Pictures, etc) with one click.

ONE-CLICK MULTI-TASK SCHEDULER

A real combination of ingenuity and simplicity. The Contacts task scheduler allows you to assign contacts with unlimited tasks and their in-between-days schedules with one click or add different tasks one click at a time or manually as well. Once the first task is complete, the next one is rescheduled automatically.

This powerful feature allows assigning of complete marketing strategies of diverse nature with one click. Also if you “miss” one task, the rest gets reschedule automatically.

AUTOMATIC REPORTING OF CLIENT HISTORY TO SALES FORCE

All e-mail templates sent, EFAX or printed plus complete tasks are logged in the history tab automatically (plus anything manually) then, is takes just a click to e-mail to some or all sales force a special report with all the histories of their clients.

This can be extended to all levels (like manager, distributor, agent -> client).

INTERNET FORMS FILLER

Fill in Internet forms from data in your Contacts database. Multiple uses and Unlimited capabilities.

FREE FORMS SYSTEM

Have all kinds of lists under control (Passwords, URLs, Keywords, Music files, Pictures, Documents, E-mails, etc). Free Forms also act as unlimited User Defined Fields by means of of its link capabilities.

Its unique Action Buttons perform many functions in one. Every record of a Free Form has an Action Button (also in other places of the program). Action Buttons act differently based on the content in the field without further user intervention. So, if the field content is an e-mail, it will open the integrated E-mail System; if the content is a URL, it will open your browser on that web page; if it is a phone number, it will try to dial the number through your TAPI system; if you precede a URL with the word GRAB then it will get that web page from the Internet and either save it on your hard drive or in your Windows clipboard for further use; if you precede your content with an equal sign (=), it will act as a calculator, ideal for quick checkbook balances; if you have a Word, Excel, PowerPoint or any other file, it will open your document in the correct application. If you have an MP3 or WAV, it will play directly; if you have an image file address, it will open; if you have a contact ID, it will jump to that contact. Finally, you can use it to perform direct searches in Google.

Search Google from previously selected keyword list. Use it as a slideshow or Image Catalog Use one field for different purposes.
Export Contacts that you do not use too often using Free Forms (allowing you to control unlimited unrelated databases).

Record and Manage all your Phone conversations if desired.

GATEWAY INTERACTION SYSTEM

Charge your Customers Credit Cards from the program. Use multiple merchant account gateways. A setup-free merchant account is provided.

PARSING SYSTEM

“Magically” Extract Information (parse) from E-mails or any text. Use the Parsing System automatically in the E-mail System as part of its Rules Manager or manually in the Contacts section.

VOICE RECORDING & PLAYBACK

Record Messages and Phone Conversations. Play Messages merged on an actual Phone conversation (special electronics provided). Plays MP3 and other formats directly.

PERSONAL AGENDA

Do not mix your affairs with your client's. Find any word in the Personal Agenda with ease. Look for Groups of Messages. Use powerful recurrence events, even by the hour. View all your Personal Notes in one place if desired in spite of date. Update old TO-DO's with a click. Use powerful Action Buttons within the Agenda. Use Snippets to ease your work some more.

PERSONAL PHONEBOOK

Maintain your frequent or family numbers handy. Dial automatically with one click. Export from / to the Contact database with one click. Link Phonebooks records to Contacts in the main database. Make use of assignably Groups Buttons for speed.

INTERNET BACKUP SYSTEM

Backup your files to your domain server and do not pay for a backup server.

DOMAIN MANAGER SYSTEM

Integrated full-featured Domain Manager System. If you have more than one domain you need this.

REPORTS SECTION

Many useful Reports are provided with an ingenious display for easy selections including three reports where you select the fields you want to display or print.

IMPORT AND EXPORT

Import and Export to different formats including excel. Very easy to import from other formats.

CONVERSIONS SYSTEM

For all your conversions needs, a complete system is included.

OTHER FEATURES

E-mail Extraction Tool and much more...