Our line of CRM software delivers the features you need.
Lite |
Pro |
Ultimate |
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| Unlimited Contacts and Prospects | |||
| Windows-Computer-based for security, speed and capabilities. | |||
| Integrated Telemarketing System | |||
| Can be placed in the cloud using a Windows Computer /Server | |||
| Scalable up to 1000s concurrent computers by means of FileMaker Best-Database-Award software; |
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| Ultra-fast software, even in not-so-powerful computers. | |||
| Multi-Field search system makes finding contacts a breeze. | |||
| Unique Multi-Task-Multi-Schedule-One-Click Task Manager | |||
| Integrated Reports (print reports, labels and more) | |||
| Quick Emails to One or Many Contacts | |||
| Send Instant Messages to Smartphones to One or Many Contacts | |||
| Virtual Desktop Manager to enhance the Windows Desktop | |||
| Ultra-Targeted Lead Finder System | |||
| 60 One-Click-Contacts Groups | |||
| Unlimited User-Defined-Groups | |||
| Memorized Contacts Groups | |||
| On-The-Fly Contacts Groups | |||
| Unique To-Do Differential Contacts Group System | |||
| Group Charts to tally results of Contacts groups | |||
| Manage all the Twitter, Facebook, Skype and Linkedin accounts of your friends and family and go to them with one click | |||
| Integrated Personal Agenda / Payment reminder with recurrent system. |
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| Integrated Backup System | |||
| Importing of lists from different formats (CSV, DBF, Excel, etc) | |||
| Print Labels in different Avery formats | |||
| Exporting of contacts to different formats | |||
| Send & Receive of Clients / Leads from our Line of CRM Software | |||
| Unlimited Searchable User Defined Fields | |||
| Unlimited User Defined Fields Structures (a breeze to configure sets of user defined fields for different type of clients and industries) | |||
| Scan and convert directly to PDFs | |||
| Snippets Manager for consistent entries in notes & other fields | |||
| Phone dialing using a Modem, Skype or SIP protocol | |||
| Client Valuation System (the real value of all your clients) | |||
| Assignment of leads to different agents. | |||
| Automatic assignment of leads from Internet forms to different agents / round robin, etc | |||
| Multi-Use Action Buttons to run a program, open a website and more. | |||
| Image Scannable Field | |||
| Unlimited users on one computer. Assign different privileges & passwords | |||
| Integrated Conversions System | |||
| Check for Contact Duplicates | |||
| Compare two contacts and merge its data including tasks with one click (intelligent process) | |||
| Many contact list views, including selectable fields views and Multi-Task View. | |||
| Integrated On-Track Manager System | |||
| Private Eye System to find more information about your leads. | |||
| Virtual Desktop Manager to extend the Windows Desktop | |||
| Account Receivables | |||
| Account Payables | |||
| Checks Writing | |||
| Charge directly to escrow account (Global Client Solutions) | |||
| Checks Writing | |||
| Charge using ACH Checks (Green Phone Checks) | |||
| Bank Reconciliation System | |||
| Invoice System (products and services) | |||
| Products and Inventory | |||
| Products Catalog Creator | |||
| Integrated E-Mail System (unlimited accounts to send / receive) | (Just Quick E-Mails) | ||
| Financial Desktop | |||
| Charge of Credit Cards (many gateways: Authorized.net, Dow Commerce, Global Gateway, Network Merchants, Paytoo Merchant, Xcharge, etc) | |||
| Credit Card Analyzer & Debt Reduction Analyzer | |||
| Budget Center | |||
| Amortization Loan Center | |||
| Integrated Template (letters) Manager (merge capabilities) | |||
| Integrated Auto-Responder | |||
| Integrated Parsing (data extraction) System (Internet leads to program) |
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| Articles, Blog Manager | |||
| Advertising Place Manager | |||
| Affiliate Media Marketplace | |||
| Unlimited Unilevel Commission Affiliate System | |||
| Interaction with external Autoresponder | |||
| Bulk E-Mail Manager | |||
| Competitor Analyzer | |||
| Automatic Extraction of Free Leads from 3 places. | |||
| Keyword Analyzer | |||
| Marketing Idea Manager | |||
| Marketing Task Manager | |||
| Multi-Media Campaign Analyzer | |||
| Social Media & Form Submitter | |||
| YouTube Video Manager | |||
| Pinterest Image Manager | |||
| Integrated Survey System | |||
| Telemarketing Script Manager | |||
| Tracking of Marketing Campaigns | |||
| Twitter Scheduler System | |||
| Website Prospecting Analyzer | |||
| Google Maps leads finder | |||
| Agent Job Scheduler (with worksheet capabilities) | |||
| Agent Time Manager with hourly calculation | |||
| Consulting Time Manager with hourly calculation | |||
| E-Commerce Unlimited Domain Manager | |||
| One-Click Webstore Creator | |||
| Website Uploader & Manager | |||
| Integrated Conversion Manager | |||
| F.A.Q. & Trouble Ticket System | |||
| Image Manager | |||
| Knowledge Database (private library) | |||
| List Manager | |||
| My Goals Manager | |||
| On-Track Manager | |||
| Password & License Manager | |||
| Strategy, Blueprint & Procedures | |||
| Subscription Manager | |||
| Virtual File Manager | |||
| Website Code Manager | |||
| Website Manager | |||
| Internet Virtual Contacts (uploads portals for agents) | |||
| Internet Client / Affiliate Portals | |||
| Agent Metrics System (quantify whatever you want) | |||
| Integrated Instant Messenger (even across the Internet) |
Industries Served
- Accountants
- Advertising - Agencies & Counselors
- Associations
- Attorneys
- Business Management Consultants
- Business Services
- Call Centers
- Churches
- Clubs
- Computer Consultants
- Consultants in all areas
- Credit Unions
- Customs Brokers
- Employment Agencies
- Financial Advisory Services
- General Contractors
- Importers / Exporter
- Information System Consultants
- Insurance Consultants & Advisors
- Internet Service Providers
- Labor Organizations
- Legal Services
- List Providers (database providers)
- Loan Companies
- MLM Companies
- Mortgage Brokers
- Personal Services
- Real Estate Agents /Consultants
- Religious Organizations
- Service Companies
- Staffing Companies
- Tax Consultants
- Travel Agencies & Bureaus
- Telemarketing Services
- Wholesale Trade
- Website Consultants
- Any other business where you interact with clients and leads