The CRM with paperless office, email auto-filing, SKYPE/SMS integration, diary, and work management for £20+VAT a month per user.

Call +44(0)20 7482 7077

MORE INFORMATION

SAVES 20-30 MINUTES PER DAY

EMAIL AUTO-FILING

Files all your emails from Ms-Outlook from/to clients/suppliers/prospects – saving a ton of time!

DIARY

Shows all your appointments and scheduled work in different views by user, department or team.

PAPERLESS

Shows a single view of all client communications in one place, including notes of phone calls.

SKYPE

Dials SKYPE direct from client accounts. This also works with TAPI-compliant telephone systems.

QUICK SEARCH

Finds customers fast from the “Recents” view, the Action List and the Search window.

ENCRYPTION

Sends encrypted documents to client with free decryption at www.docu-crypt.com.

SMS MESSAGES

Sends text messages direct to contacts without using mobile phones and keeps copies in the client history.

NOTIFICATIONS

Tells you exactly when to follow up deadlines (the Action List).

SALES

Sends sales quotations to prospects auto-converted to PDF attachments.

REPORTING

Reports on your sales pipeline showing all quoted opportunities and probable sales revenues.

ARCHIVING

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:

TIME RECORDING

Timesheet or Real-Time Recording, WIP reports.

ACCOUNTS

Sales Ledger & Purchase Ledgers or XERO online accounts integration.

MARKETING

Promotions & Mailshots to expand your business.

WORKFLOWS

Automates reminders, chasing unpaid debts, sending invoices etc.

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