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THE CONTACTS SCREEN

The main screen also known as the contact manager screen contains all the main elements in plain view so you do not have to "walk" through a myriad of screens in order to achieve the right results.

For example, if you want to select all clients in a certain state, just click on the black arrow beside the state field and the database will be filtered by that state immediately. You can achieve the same results with the name, company, city, zip code, country, referrals, related to, sales source and all the user defined fields plus other places.

Click on the MAP button to display in your internet browser a map of your client's address. Then, you can copy that picture map to the picture field so you can refer to it off line in the future.

See, at a glance, the next contact schedule for the client including recurrent dates.

Make and use all kind of groups to retrieve information instantaneously. Create groups based on present selection of records.

Record a Voice Memo for those notes that are either long or difficult to type (or just because you are in a rush or simply lazy..)

See client invoices, go to client's website and send personalized-data-merged emails all from the contact manager screen

Another nice feature is the ACTION BUTTONS. These buttons located beside most User Defined Fields and in the Free Forms Fields act differently based on the information in the fields, so for example if the field contains an URL it will open the internet browser, if contains an email it will open the email client, if a program or document it will open the correct application, if a phone number it will try to dial the number using your TAPI system (if installed), if it contains a contact ID it will jump to that contact, if it contains a music it will play it, otherwise it will try to do a seach in Google with the word(s) in the field (ideal to have search list of everything) all this from the same button without any further intervention.

There is even a Virtual Action Button, so if you have something in your clipboard and press Control+5 it will act accordingly like it was in a field. For example you find a phone number ina website, you highlight it, copy to the clipboard and press Control+5 and Contact Your Client will dial the number for you, how do you like that?

Contact Your Client Professional is all about convenience and being versatile. I defined this as a feeling of being able to accomplish what you have in mind. I am sure that if you had used others CRM (Contact Relationship Manager) you had wanted to do many things but become frustrated either because it is not possible or to difficult or cumbersome to do.

Contact Your Client Professional's semi-open architecture allows you to do thing that you can only dream with other CRM's

And, this is the important fact here, that you have most of the contact manager tools and resources needled in the same screen.

It is true that with Contact Your Client Professional you will need to spend at least an hour to familiarize yourself with its unique look and feel a little overwhelming at first. But, don't you prefer to spend an hour at the beginning to save hundreds or even thousand of hours along the road?

And this is only the beginning, keep reading...

PARTIAL LIST OF BENEFITS

The approach taken in the development of Contact Your Client Professional is to have all contact manager options handy and at sight. Here is a partial list of benefits and features

• Gateway System -- "...something that you need without knowing it":
  The Gateway System is a simple and unique way to interact with you Internet Merchant Account from the software without having to retype anything. It works with all Internet Merchants Gateways that allows the use of an HTTP form (Network Merchants, Linkpoint Central, Authorized.net etc). You can use unlimited gateways so potentially it is possible to charge one client using Network Merchants' gateway and another using Linkpoint's. So, for example, you receive a form with information about purchase, ---name, address, credit card number, etc) simply parse it (see next section) and click the credit card logo to interact directly with your Internet Merchant Provider without having to type and retype any information.
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• Parsing System -- "...now you can really import anything..":
  The parsing system allows you add customers and related data automatically with one click from formatted or unformatted text, HTML pages, emails, etc. For example, imagine you making a sale over the Internet and receiving a confirmation email. With other software, you would need to add a customer and retype the information with Contact Your Client you simply click the parsing button and the customer is added and all the fields are populated automatically from that email. Some uses are: entering information from HTML pages into the Contact Manager, like eBay, PayPal, etc. Entering information from emails, formatted or unformatted lists, completing information in already existing customer like a new sale, new phone numbers, etc.
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• Email Extraction -- "easy and simple..": Imagine that you see a page on the Internet that contains a bunch of emails that would be appropriate for your business, just copy the whole page to the clipboard and click Extract Emails and all the emails in that page will be imported and new records created automatically to contain each email. Now you can send them a personalized email to all of them with a couple of clicks if desired.
  
• F.A.Q. System -- "Frequently Asked Questions.": For all your support needs a F.A.Q. is provided. You can have unlimited Categories and then, unlimited questions and answers for each Category. You can even personalize the Answers with your customer name, Email etc. So, for example, a customer calls or send an email, you immediately click the F.A.Q. button and select the correct answer for him and answer it or email it showing efficiency and care for your customer. Now, you a satisfied customer.
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• Free Forms-- "use it for your collections of anything.": Use the Free Form section for all kinds of collections like AS SEEN ON TV REMINDERS, AUDIO MESSAGES, AUDIO PHONE CONVERSATIONS, BANK ACCOUNTS, BOOKS LISTS, MARKETING CAMPAIGNS, CREDIT CARDS, DOCUMENTS, DOMAIN LISTS, GOOGLE SEARCH LISTS, HEALTH TIPS, IMAGE LISTS,   VIDEO LISTS, PASSWORD LISTS, SOFTWARE LISTS, AUDIO COURSES, SUBSCRIPTIONS, THINGS TO BUY, THINGS TO RECEIVE, URL LISTS, TRAVEL CHECKING LISTS, ETC. You can personalize the fields label and their contents.
  
  For example, use it to have records of all your credit cards, program passwords, domains owned, programs installed in your computer, group of emails, inventory items, travel check lists,even Videos and Pictures, Word Documents, Excell files, PDF files, Music, etc. so for example if the field contains an URL it will open the internet browser, if contains an email it will open the email client, if a program or document it will open the correct application, if a phone number it will try to dial the number using your TAPI system (if installed), if it contains a contact ID it will jump to that contact, if it contains a music it will play it, otherwise it will try to do a seach in Google with the word(s) in the field (ideal to have search list of everything) all this from the same button without any further intervention.
  
  You can link it to any contact, and therefore, have unlimited fields or lists for that contact, maybe a list of phone recording conversations with this client.
  
  You can, for example, click on the open icon and import a complete folder with music with one click then play it in the background while you work in other task. Also, you can import a complete folder (or just one file) with picture and see them as a slide show or catalog view (80 images at a time) or keep them in segregated lists for further use.
  
  Imagine lists of Google search words for fast researching or having a hundreds of phone numbers from a particular company without intefering with any other space. Additionally, there is a very special feature where you can export segments of the contacts database to your hard drive and keep a quick reference in the Free Forms section ready to be retrieve at your command.
  
  For example, imagine you importing thousands of emails for a promotion and after sending them your "personalized" email being able to save them silently to your hard drive without taking speed from your main database but ready to be retrieved at any moment for a new promotion.
  
• Do you know that you can records unlimited Phone Conversations (check you local laws about recording conversations) directly with Contact Your Client recording capabilities and then, add notes to them?,
  
  You can also manage your images and video lists (yes you can play videos (AVI and Quicktime) inside Contact Your Client.
  
  That is convenience... and that is what Contact Your Client Professional does.
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• Customer True Value--"see, at a glance, if your customer worth your time.": In this section you will be able to quantify, objectively and subjectively the value of your customers in different areas. Then the total for this customer will be shown in the Contacts Screen and also you will be able to filter andsearch by specific value or range of values to select targetted groups appropriate to your current marketing campaign or strategy.
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• Domains Manager-- "If you have more than one domain, you need this.": Nowdays, almost every company owns more than one domain for its business. There are many pieces of information about each and every domain, like hosting parameters, passwords, control panel information, FTP etc. You can control and manage unlimited domains with this system and have all your information in one place. Also, click on icons and find out the WHOIS of a domain so simply open it from Contact Your Client Professional.
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  • Email System-- "your dream just come true...": Have you ever dreamt of some essential features you wish Outlook would have? Our program includes a complete and integrated Email System that replaces Outlook and has some special features. For example when you are positiion on a contact and go to the Email System, all the emails sent or received linked to this contact will be shown and this is only the beggining.  Also, you can  edit mails received, this is ideal when you wat to make a quick notto remind youself what to respond later. Also you can add private notes to emails and even a voice recorded memo. You can link emails  to contacts one at time or in groups. See the headers with one click or open the email to full screen with one click for easy viewing or editing. Attachment can be run directly with one click. Integrated search system that includes all emails (TO READ, READ, SENT, DELETED) in one place for easy viewing Powerful Rules Manager allows you to avoid SPAM or even extract information from emails and then create a new contact based on that information and to Autorespond automatically using any of your preset templates. Sort by any field with ease without losing the date order. Classify your emails by groups, use unlimited groups and then select any groups with ease and much, much more...
    

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  • • Templates Manager-- "send one or a thousand emails with ease...": How many times have you wanted to send really personalized emails only to find that even creating the email template is too difficult and therefore discouraging? Well, now you just type the email text and click on the fields buttons to enter practically all the fields available from customer information and your own data so from now on those email are available to send to one or a thousand at the click of your mouse. You can have unlimited Categories and unlimited emails inside each Category. You can even enter your own comments (between double brackets) that will be ignored when printing or seding emails. A primary necessity.
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    • Follow Up System-- "now you know what is due and when...": How would you like to be able to track due dates on documents sent or any other tasks. For example, send a contract to a client and track its expected due