SAVES 20-30 MINUTES PER DAY
Files all your emails from Ms-Outlook from/to clients/suppliers/prospects – saving a ton of time!
Shows all your appointments and scheduled work in different views by user, department or team.
Shows a single view of all client communications in one place, including notes of phone calls.
Dials SKYPE direct from client accounts. This also works with TAPI-compliant telephone systems.
Finds customers fast from the “Recents” view, the Action List and the Search window.
Sends encrypted documents to client with free decryption at www.docu-crypt.com.
Sends text messages direct to contacts without using mobile phones and keeps copies in the client history.
Tells you exactly when to follow up deadlines (the Action List).
Sends sales quotations to prospects auto-converted to PDF attachments.
Reports on your sales pipeline showing all quoted opportunities and probable sales revenues.
Archives old data and allows data reinstatement or deletion for GDPR.
THE POST ROOM
Streamlines scanning and importing multiple documents.
Expand the LITE Version with:
Timesheet or Real-Time Recording, WIP reports.
Sales Ledger & Purchase Ledgers or XERO online accounts integration.
Promotions & Mailshots to expand your business.
Automates reminders, chasing unpaid debts, sending invoices etc.