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Contact Management	Appointment & Task Scheduling	Campaign Management
Sales Opportunity Management	Quotation, Sales Orders and Invoicing	helpdesk & Knowledge Base
On-Line Knowledge Base	Defect Tracking	Project Management

Product Comparison	Contact Manager Lite	Contact Manager Plus	Sales Manager	Support Manager	CRM Suite
Contacts
Campaign Management
Opportunities
Quotations
Sales Orders
Invoicing
Purchase Orders
Post Invoices into Sage Line 50
Diary
Automated Process
Email Centre
Document Library
View related Sage activity
Workflow
Help Desk with Knowledge base
Service Level Agreements
Customer Asset Tracking
Issue Tracking, Complaints, RMA etc
Pricing	FREE	£60	£120	£120	£225

 Contact Management

• Familiar MS Outlook interface

• Manage an unlimited number of contacts

• Access a complete history of customer activity, including emails, phone calls, scheduled activity and linked documents

• Access current and past opportunities, quotations, Sales orders, Purchase orders, Invoices

• Track customer assets such as hardware and software, whether this is PC's, air conditioning units, photo copiers, alarms or just about any other asset you with to track.

• Powerful Searching to get customer information quickly

• Advanced filtering

• Configure automated processes to send follow up emails, letters or SMS texts
  
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 Appointment and Task Scheduling

• View your upcoming appointments and tasks at a glance

• Choose daily,5 day week, 7 day week, monthly, yearly or planner views

• Share your calendar with other uses

• Configure reminder alarms

• Send your diary to Outlook
  
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 Campaign Management

• Track the effectiveness of your campaigns from opportunity to sale.

• Send professional mail shots, email & SMS marketing

• Track the effectiveness of events and shows

• Link opportunities, quotations, sales orders and invoices to view figures by campaign.

• Record campaign budgets and costs.
  
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 Sales Opportunity Management

• Track all your potential sales

• Track all details including contact, products to be sold, competitors and probability of close.

• Use dashboards and reports to view potential sales

• Configure automated processes to send emails, letters and SMS text messages.
  
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 Quotation, Sales Orders and Invoicing

• Convert opportunities to quotations then to sales orders and invoices.

• Email quotations, sales orders and invoices in PDF Format.

• Built in product database.

• Configure customer discounts and mark-ups.

• Use pre-configured invoice layouts or design your own.
  
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 Helpdesk with Knowledge Base

• Track customer support issues

• Optionally link to customer asset or product database item

• Records time and billing costs

• Attach documents and emails.

• Service agreement links will warn when a issue is to be closed.

• Optionally track record changes with an audit trail function.

• Update customers and users by email.
  
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 On-Line Knowledge Base

• Give your customers self help with an on-line knowledge base

• Build your knowledge vase from current support issues

• Upload to the website in a few clicks

• Tree or search view for quick results
  
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 Defect Tracking

• Record product defects

• Links defects to project tasks.

• Configure user fields to track only the information you require.
  
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 Project Management

• Powerful project management

• List of Gantt chart views

• Add unlimited project tasks

• Record time and billing costs

• Link other workflow issues as tasks

• Numerous project reports
  
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