SaleSmartz Lite Entry level Contact and Time Manager

Features:

Contact

Simple - Contact information is grouped to quickly show you what you are looking for without clutter. Find and update Contact records quickly with the advanced Find Facility. You can view one or more Contacts at the same time and drag information between them. Dialling a customer's phone or fax number can be done automatically.

Flexible - Record multiple Contact People and Addresses for each company.

Detailed - Customers, Suppliers and even Personal Contacts can be stored in the Contact Database. Use the Profile Mode to classify Contacts. Your own keywords can describe a Contact in detail and be used later in searches and Reports.

History - Keep a complete history for each Contact. You can schedule and list topics for the next Contact visit. These items are then automatically recorded in the Time Manager to remind you of events.

Merge and Link - Merge personalised letters, faxes address labels and print them for Contacts in seconds. Attach letters, faxes and other files to Contacts for future reference.

Email

A Mail Centre window provides complete control of all incoming and outgoing eMails.
Using approved eMail applications (Outlook, Eudora etc.), you can keep all contact eMails in the contact history. Of course, files can be attached to eMails. EMail merging is much easier and you can send batch eMails to your customers.

You can quickly search eMails or see contact eMails at a glance. You can search on key words in eMails with reports or the simple find window.

A shortlist can be used for priority contacts so their names appear on the list beside the address fields of an eMail. Add contacts to this list by clicking on the shortlist icon to the right of the eMail field.

You can type in a part of a name or company and the address will be filled in automatically.

A single user in your network can use a mail application to download emails and other users can read the mails about their own contacts.

Time Manager

Visual - Use the Time Manager System to plan your time. View events by day, month or in a list. Events can be rescheduled by dragging them to different times and days.

Automatic - Contact History is automatically included in the Time Manager, i.e. a warning will appear to remind you to call a customer or plan the next meeting.

Hands-on - Schedule an appointment by dragging objects such as Contacts onto a day or time.

Quick - Create a quick and simple To Do Memo to record a phone interruption without having to close any of the files you are working with.

Sophisticated - Later, go back and set a time for a return call, prioritise, add clickable links to Contacts and much more.

Notifications - Warnings will appear in advance to remind you of events, even if you are using another application at the time.

Integrated - Events are viewed in To Do Memo windows. Links to other windows and files can be dragged onto memos to provide clickable access.

Networking - Plan meetings by viewing other users' events at the same time as yours. Details of Memos can however be restricted to others in several levels to protect your information. Send Memos to other people to relay messages and ideas.

Advanced Reporting

You can collect extensive details about Contacts in your own reports. You can list Contacts by area, interest and more, then use this list to target Contacts for a mail merge or promotions.

Additional

There are many other features included in the SaleSmartz Lite package such as Label printing and direct links to e-mail applications.

The application is written in C++ and uses its own database system. This means that a minimum of disk space, files and maintenance is required.

Upgradable

SaleSmartz Lite can be upgraded to SaleSmartz Pro which provides additional Quotation, Invoicing, Reporting and Catalogue functionality. Both of these systems are compatible with each other and can be used to provide a tailored system suitable for both your sales team and other staff.

Minimum System Requirements