My-CRM 2006

Developer: Visionbase Software

Keep your contact information in one place

My-CRM is aimed at the home/small office. Offering contact management, invoicing and project management as well as a built in diary and the facility to send letters via MS Word, My-CRM will give you so much more without the complexity of the more well known packages on the market.

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What is CRM

CRM (customer relationship management) is an information industry term for methodologies, software, and usually Internet capabilities that help an enterprise manage customer relationships in an organized way. For example, an enterprise might build a database about its customers that described relationships in sufficient detail so that management, salespeople, people providing service,  match customer needs with product plans and offerings, remind customers of service requirements, know what other products a customer had purchased, and so forth.

Features

** NEW **  New layout with easier navigation
** NEW **  Mail Merge module with links to MS Word
** NEW **  User Defined filters
** NEW ** Report module with a number of reports and labels
Keep track of your customers and what they owe
Track potential sales by recording your opportunities
Quotations

Invoice and Credit Notes

Purchase Orders  

Full integrated diary that links events to contacts, projects and opportunities

A project module that not only tracks projects but can be used to track issues

Time and Billing 

Send and record letters you send to your customers

 

Record payments and track debt with the age debtors screen
Email your Quotations and Invoices in PDF format at the click of a button
Built in Backup and Restore procedures
Send your data to Excel and synchronise your contacts, email and calendar with Outlook
Regularly checks the internet to ensure you are running the latest version

Screenshots

Tip of a day

Contacts

Opportunities

Invoice

Recurring Invoicing

Diary - Day View

Diary - Month View

Diary - Week View

Tasks

Products

Project - Chart View

Projects

Projects - Time and Billing

Purchase Order

Filters

User Defined Filters

Reports

Mail Merge

Statistics

User Preferences

Testimonials

"I amaizing how powerful this software is. My-CRM has helped my business no end and is such great valuue for money" - Steve Thompson.

"The My-CRM software suite is excelent. We have been looking for a package that is simple to use. My-CRM fits this description. I would recomment this package to all." - Dean Atkinson, sales director.

"I am very impressed with My-CRM. It has the ability to fit the gap in the market for the sole trader, small business and consultant who shy the way from well known software packages because of their prices and complexivity" - Gary Power.

Download

Additional Information: My-CRM 2006

OS :  Windows 2000/XP/9x/Me/NT

 

Buy Online

$150.00


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