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The complete CRM solution for their contacts in the interior and field service

Streamline your contact management, address administration, document handling, project management, and email integration with our comprehensive CRM solution. Features include customizable input masks, address search and filtering, note evaluation, date and task management, document administration, support in MS Word, email integration, project administration, list designer, database management, and security administration.

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The complete CRM solution for their contacts in the interior and field service

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  1. The complete CRM solution for their contacts in the interior and field service

  2. Address administrationEvaluable notesDocument administrationProject managementE-Mail integrationDate administration

  3. Address & additional information • Input masks freely definably • Additional information definably • Country-specific representation • TwixTel-Integration • Test of duplicates • Import or export freely definably

  4. Search & Find • Individual Search mask • Searches for all fields • Partial field search • Several fields at the same time • Definition result announcement • Assortment through click on titles

  5. Evaluable notes • 20 different note • 255 Fields freely definably • Filter on all fields • Integration of pictures • Product information • Address dates

  6. Dates and Tasks • Daily- monthly- weekly announcement • Indicate due dates • Automatic memory • With addresses links • Various filter possibilities • Export at MS-Outlook

  7. Document administation • Uniform Templates • Central document file • Files lower partable • Assistant for serial letters • Autoentry with addresses • Searches & filters of fields

  8. Support in MS-Word • Automatic actualization • Insert of VA-data fields • Insert from VA-user info • Insert from functions • Single letters / serial letters • Series faxes / series E-Mails

  9. E-Mail-integration • E-Mail file with the address • Co-operation also MS-Outlook • Copy E-Mails as txt, rtf, htlm • Examines post office - in/exit • Direct dispatch from address • mask • Relieved MS-Outlook

  10. Project administration • General project data • Strategic project addresses • Involved addresses • History data for each project • Documents for each project • Use of existing data

  11. List designer • Free list organization • Text and picture formatting • Many pre-defined lists • Computations • Group controls • Preview in designers

  12. Database management • 255 freely definable fields • 16 different field types • Own preset values for each field • Formulas for on-line counting • Deposited tables • Organization also Drag & Drop

  13. Security administration • Per user of 20 info-fields • Interaction language (G,F,E) • Access control each mandator • Function profiles • Table profiles • Field profiles

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