Comprehensive Software Solution for a Small Business

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System requirements:

  • Windows 2000/XP/2003
  • 1.6 GH or higher (recommended)
  • 256 MB RAM or higher (recommended)
  • Java 1.4 or higher runtime installed
    (it can be already installed on Windows XP/2003 etc., if not Download Java)

  • If you use a firewall, you need to allow the system to access the internet
  • If problems with download or installation, use
  • The system will require mandatory activation (full permanent license) after the 30 days period.
    To re-activate the system

    PURCHASE THE LICENSE US$147

    System Overview

    • Business Pack: Professional Services & CRM



    CUSTOMERS / CLIENTS / CONTACTS

    Increase efficiency and Improve productivity by keeping unlimited information about the your clients, customers or contacts; Record and cross reference all clients events in your personal organizer
    Smoothly process the stages Contact-Prospect-Customer. Register the contact just upon receiving of an email; create a customer record from a contact record in a click; create the quote or establish the lead for the process;
    Work on Customers' Satisfaction Keep all customers' notes, and suggestions through all the process.
    Build and keep Lasing Relations with your clients Keep full clients' history including information about contacts, phone calls, the last visit or sale.
    Keep separate lists of contacts, clients, customers and suppliers; sort the records using the configurable set of clients' groups; search information using the different criteria. Export and import the data.
    Keep all relevant customer information such as contact details, payment terms, shipment details, billing details, etc.
    Have the list of jobs in progress and invoices paid linked to the customer; keep the outstanding payments in "red"; automatically generate invoice or "overdue notice" and send to the customer;

    ELECTRONIC APPOINTMENTS & ACTIVITIES BOOK

    Record client related actions in electronic appointment book, automatically cross reference the appointment records in organiser and client history list; Prioritize activities for the day.
    Configure the number of appointments per day -- check on the calendar, see the days with normal schedule, fully booked and overbooked in different colors; See monthly and yearly calendar of appointments or reservations
    Print the list of appointments for a day or for a time period
    Instantly email to your client the relevant information before the appointment, or configure and automatically notify your customers about the scheduled appointments several days in advance



    COMMUNICATIONS: E-MAIL PROCESSING / DOWNLOAD / BROADCAST

    Set the list and then automatically download new subscribers data into the system, upon registration at your web site
    Broadcast promotional information to the customers and prospects, send the newsletters to the subscribers; If done correctly, this is possibly the best way to advertise yourself to the new customers and retain the existing customers
    Your broadcast is properly formatted, sent as a set of separate emails and does not look like a spam -- your e-mails are well received by the contacts or subscribers
    Process an unlimited number of mailing lists, sort the data to create the particular list for the particular purpose.
    Manage an unlimited number of auto-responses; Configure which incoming e-mails you are going to process in this system and which in the other mailer
    Send "test" messages to your "test accounts" to check that they look well and do not have mistakes
    Make sure, your contacts receive email in the format best suited for the mailer they use -- HTML or Text. You can also add the attachments to your e-mails
    View your subscriber's, customer's or prospect's "Communication History" and instantly see which emails, newsletters, and auto-responders you've sent to him and when
    Process subscribe/unsubscribe requests . Configure and send custom "subscribe" and "unsubscribe" confirmation emails with your own message and signature
    Edit current outgoing messages or revamp old messages or drafts to be used again; Use professionally looking graphical templates -- change images or color scheme at a click.
    Instantly increase your response rate by up to 20% by automatic substitution of subscribers' names into the subject line of every email
    Schedule mailing of your newsletters or any other materials at the particular date in the future, with broadcast conducted automatically
    Merge the current date to the e-mails you send. Automatically add the signature information, which appear at the bottom of each message you send



    JOBS, QUOTES & WORK ORDERS

    Use the facilities of the system for your job or personal tasks and objective: record, plan, monitor
    Keep separate lists of scheduled jobs, work in progress and completed
    Structure your activities: hierarchical presentation Jobs-Stages-Tasks
    Feel what's important and what's completed: task priorities & and completed tasks marked in color
    Cross referencing of the scheduled tasks in personal organizer: so that the tasks related to the different jobs are also kept in a single list
    Calculate the job cost and process all financials in the accounting, when the job is completed
    Keep the list of jobs with set of tasks, work stages, materials and equipment specially recorded
    Generate, print or instantly e-mail quotes, reports and invoices


    "...I would definitely recommend the system to anyone trying to accomplish more in less time. The system actually makes you to do more..." See what people say and write a review.

    ACCOUNTING

    Mange your business finances: run the standard accounting system, which includes the chart of accounts, journals and reports; export, import or instantly email the data
    Process completed jobs and work orders in accounting -- register sales with proper adjustments of all the account balances
    Automatically process sales tax information -- configure the appropriate sales tax (VAT, GST, etc.), instantly record, display on invoice and then use in the tax return
    Manage your cash -- credit, cash and bank accounts: interest paymens calculated automatically; view all the transactions history; export and import the data (csv format)
    Keep track of income and expenses -- record at a click: see your particular type expenses at the given period. The system have the predefined typical list of accounts and expenses, which you can modify
    Schedule regular payments
    Keep an eye on your loans: check how much interest are you paying, depending on the schedule of repayments, with interest recalculated after each payment; have property depreciation schedule calculated for you
    Use the system to help with your tax return: instantly generate a tax return data, keep and compare with the previous year information


    BONUS: PERSONAL ORGANIZER -- KEEP OUR FREE GIFT

    E-notebook: Keep track of appointments, tasks, contacts; record memos; sort by record type, completion status or date
    Keep a diary with notes and tasks for a day; set the priorities
    Use "active calendar"; upload and use the list of public holidays in the calendar and "notebook"
    Keep address book with personal data; e-mail addresses linked to your e-mail client
    Use e-stationary: send graphical e-cards, or formal business letters; e-mail or ftp upload your graphical content
    The pre-configured set of templates and drafts for your e-mails: use different graphical layouts and color schemes See examples
    Setup autoresponder to your e-mails; automatically donload the data from e-mail messages into the system database (should be pre-configured)
    Prioritise your tasks: set "Important" and "Priority" tags; keep track how many tasks has been completed and how many are still outstanding; see tasks with "priority colors" on the month or year calendar; Prioritize activities for the day in the calendar
    Schedule your activities within the specified interval and given frequency (weekly, monthly, quarterly, etc.)
    Keep your favorite images
    Print, e-mail, import and export your data in pdf and csv format (to be processed by Excel)