The CRM with paperless office, email auto-filing, SKYPE/SMS integration, diary, and work management for £40+VAT a month per user.
Call +44(0)20 7482 7077
MORE INFORMATION
SAVES 20-30 MINUTES PER DAY
EMAIL AUTO-FILING
Files all your emails from Ms-Outlook from/to clients/suppliers/prospects – saving a ton of time!
DIARY
Shows all your appointments and scheduled work in different views by user, department or team.
PAPERLESS
Shows a single view of all client communications in one place, including notes of phone calls.
SKYPE
Dials SKYPE direct from client accounts. This also works with TAPI-compliant telephone systems.
QUICK SEARCH
Finds customers fast from the “Recents” view, the Action List and the Search window.
ENCRYPTION
Sends encrypted documents to client with free decryption at www.docu-crypt.com.
SMS MESSAGES
Sends text messages direct to contacts without using mobile phones and keeps copies in the client history.
NOTIFICATIONS
Tells you exactly when to follow up deadlines (the Action List).
SALES
Sends sales quotations to prospects auto-converted to PDF attachments.
REPORTING
Reports on your sales pipeline showing all quoted opportunities and probable sales revenues.
ARCHIVING
Archives old data and allows data reinstatement or deletion for GDPR.
THE POST ROOM
Streamlines scanning and importing multiple documents.
The LITE version works with:
TIME RECORDING
Timesheet or Real-Time Recording, WIP reports.
ACCOUNTS
Sales Ledger & Purchase Ledgers or XERO/SAGE online accounts integration.
MARKETING
Promotions & Mailshots to expand your business.
WORKFLOWS
Automates reminders, chasing unpaid debts, sending invoices etc.