10444 Gulfdale · San Antonio · Texas · 78216 · phone (210) 341-9188 · fax (210) 530-0102
Client/Prospect Database
  • Up to 36 user-defined record types
  • Optional multi-screens per record
  • Up to 10 search fields per record
  • Client data linked to A/R customer
  • Territory masking for security per record
  • Multiple contact persons per record
Calls and Notes
  • Unlimited number of conversation records
  • Unlimited text per conversation
  • Search and review calls by date or topic
  • Interrupt calls to access other functions
  • Next contact date/time/reason per contact
  • Note pad for reminders
  • Statistics for management review
Integration Into Business System
  • Hot key access to other business data
  • Client inquiry into A/R, sales orders, invoice history, shipping history, collections history
  • Enter sales orders and quotes
  • Product pricing/availability
  • Automatically turn prospect information into a customer record
Follow-ups/Mailings
  • Create WordPerfect letters
  • Mailing lists and labels
  • User-defined follow-up requests
  • History of letters, literature, etc.
Reporting
  • Multi-option call report for analysis and planning
  • Daily report of scheduled calls
  • Report of follow-ups due or done
Other Special Features
  • Automatic Phone Dialing
  • Data import to create prospect records from purchased databases
  • Create selective call campaigns
  • On-line messages and reference text
  • May be used for vendor contacts 
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