Database Management

Unlimited Databases, Tables, Fields, and Records

Customizable User-Interface for Data Entry and View.

Import/Export Data in Multiple formats, including XML, ODBC, Excel, etc.

Automated Database Modifications using a Wizard Interface.

Unlimited User-defined Fields and Relationships

Default values,  Pick-Lists, and Data Validation with Rules and Triggers.

Industry Standard Microsoft^® Database Engines.

Database Security with Multi-Level Access Rights defined by Dept. or User.

Powerful Query Engine with Simple
Point-and-Click User Interface

Instant Lookup of any Record in Large Databases using Visual Browsing Tool

Duplicate Record Checking, and Updating of Existing Records from Outside Sources

Remote Database Access and/or Synchronization.

Sales Process Management

Sales Process Management Tool allows you to Control Multi-step Action Plans/Sales Campaigns.

Sales Funnel Management with Reports and Automated Actions with Graphic Display of Funnel Status.

Calendaring with Alarms, Unlimited Scheduled Calls, Meetings, and Tasks with link to MS Outlook^®

Unlimited History and Notes to record all Interaction with Clients and Prospects, including Incoming Emails

Day, Week, Month, Year at-a-glance Calendar Views.

Task Management View with Reminders and Recurring Actions and Delegation.

Conflict Checking, Group Scheduling, and Dynamic Rescheduling of Actions.

Link Actions and Contacts to hand-held PDAs and Mobile PCs

Communications and Reports

Seamless integration with Microsoft Word®.

Merge any Field into a Form Letter or Form Email, and send to one or 1000s

Create unlimited, User-defined Reports using truly Relational Report Designer Tool

Automated Quotes,  Proposals, and/or Sales Order Processing.

Email Form Generator
for Automated, Personalized Email Messages

Automatically respond to incoming Emails based on Rules, and/or Database Query.

Typical Reports include: Call Reports, Projected Sales, Client Profiles, and Phone lists.

Print Reports to Display, Printer, Word Document, HTML and Text Formats.

Miscellaneous Tools

Link to MapQuest® for generating Maps and Directions to customer sites.

Instantly View Customer web sites from Database window.

Autodial customer numbers with point-and-click.

On-line streaming Training Videos for instant feature learning.