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Can I have agents (employees, affiliates, salespeople, etc.) out of the office?

CRM Business Companion, Lite, Pro or Ultimate has many ways to create an agent network whether it is in house of across the globe. One way is to host, as a Windows application, the program in the cloud and be able to access the software using RDP (Remote Desktop Protocol Connection) .

All our CRM Software is written in FileMaker Pro 12 and, in all cases when you want to use the program concurrently with more than one computer you are going to need, in addition to our Network Seat Client License, a FileMaker Pro 12 license for each user.

There are other ways to expand your network of telemarketers and salespeople without incurring in network license costs. That's by using our CRM Business Lite or even our CRM Business Companion and using our exclusive SRS (Send and Receive System).

With the SRS you can send and receive leads and clients data back and forth without being connected to a network.

For example, a Manager could select a group of leads to send to an Agent in a different city or across the globe. With a couple of clicks, CRM Business Companion, Lite, Pro or Ultimate will create a special file that can be sent with its integrated email system. Then, when it is received it will import these leads into the other software (Companion, Lite, Pro or Ultimate, etc.)

Once these leads had been processed, they can be sent back and the new data merged to update the "main" database.

This way, you can expand your network unlimitedly without additional bandwidth, hardware, etc.

Also, CRM Business Ultimate has a unique Virtual Contacts System that can post to their own website clients/leads that the main office wants to convey to specific agents outside the office.

Then, this data can be viewed using any Internet device like iPhones, Blackberries, Laptops, anything (view example here ). Tasks assigned to agents can be read and updated, dial phone numbers by clicking on phone numbers and more. Then, the data can be retrieved back by CRM Business Ultimate, including agents updates.

Can I manage Receivables?
CRM Business Pro and Ultimate have an integrated Accounts Receivable System including recurrent receivables and payment plan and the ability to charge with Credit Cards, ACH Checks, Escrow Accounts and even by writing Check Draft Checks that will can bring to your Bank without your client's signature.
Can I charge credit cards?
CRM Business Pro and Ultimate can charge credit cards with the following gateways Authorize.net, Dow Commerce, Network Merchants, LinkPoint / Global Gateway, PayToo Merchant and X-Charge with ease.
Can I manage Payables?
CRM Business pro and Ultimate has an integrated Accounts Payables System that interacts with the Invoice System and can trigger automatic recurrent payments which can be paid with the integrated Check Writing System.
Can I receive checks by Phone / Fax?
CRM Business Pro and Ultimate can print check drafs including the MIRC plus it can ACH using Green by Phone services.
Can I make Invoices?
CRM Business Pro and Ultimate has a full-fledge Invoice System including product and service invoices. Charge of Credit Cards from Invoices and recurrent Invoices. Also it has an integrated inventory system.
Can I sell products with your CRM Software?
CRM Business Pro and Ultimate has a products section including inventory, catalog creation and the ability to create and upload a full web store with integrated PayPal payment with one click.
(view example here)
Can I do payroll or pay suppliers?
CRM Business Pro and Ultimate has an Accounts Payable System including recurrent payables and the ability to create checks directly from payables.
Can I have more than one Bank account?
CRM Business Pro and Ultimate has an integrated Bank System for unlimited banks and Credit Card accounts including recurrent transactions and an exclusive reconciliation area that tells you, in words (and numbers), if the program doesn't match with the Bank statement.
How I can call prospects?
CRM Business Lite, Pro and Ultimate has a full-fledged Telemarketing System including merging of fields for easy reading and graph data analysis of calls disposal.
Can I track my marketing campaigns?
CRM Business Ultimate has a Tracking of Marketing Campaigns area that can analyze clicks from unlimited websites and track off-line marketing campaigns as well. Additionally, CRM Business Ultimate has a Multi-Media Campaign Analyzer to manage TV, Radio and Magazine campaigns, time slots, profitability od TV, Radio ad Magazines ads and much more.
Can I analyze my competitors?
CRM Business Ultimate has a Competitors Analyzer area that will hold unlimited competitors and display the performance of any online competitor related to their websites.
Can I manage more than one domain?
CRM Business Ultimate has a Domain Manager System to control unlimited domains, expiration dates, passwords, uses, URLs etc.
Can I manage my websites?
CRM Business Ultimate has a Webpage Manager to control unlimited websites, download and upload pages to websites and edit simple web pages.
Can I send / receive e-mails?
CRM Business Pro and Ultimate have an integrated e-mail client to send / receive emails including rules manager and many unique features like editing of email received, encryption, color change of subjects, groups, links to contacts and specially the ability to select, with one click, all e-mails sent, received and linked from one or many contacts even when the contact has many e-mail addresses and multiple whole domains. Is this e-mail system the best e-mail program ever? You'll be the judge.
Can I create letters?
CRM Business Lite, Pro and Ultimate have an integrated Templates Manager that can hold unlimited letters / e-mails /contracts under unlimited categories and can merge the contacts, company, agent and other fields in those templates at time of printing, e-mailing, faxing, SMS and even send them to DocuSign for an electronic signing of documents.
Can I fill forms with your CRM Software?
CRM Business Pro and Ultimate has an ingenious system where you can scan forms and then merge fields on top of them or type directly into the form and then print them all together or just the text on top of a pre-printed form (i.e. Western Union form, etc.)
Can I follow up with prospects (leads) and customers?
CRM Business Lite, Pro and Ultimate has a unique Task Manager where is possible to have an unlimited pre-set groups of tasks with relative dates and enter them with one click. So, it is possible to have a strategy for a a lead that comprises several tasks like sending emails, phone follow up, sending contract at different dates and enter all of them with one click. This feature alone can save you days of work with one click.
Can I send a series of Newsletters or similar series of e-mails?
CRM Business Pro and Ultimate have an integrated Auto-Responder with a special feature that allows assignment of Auto-Responders on behalf of any agent so fields will merge based on the agent assigned.
Can I manage my affiliates?
CRM Business Pro and Ultimate have an integrated unlimited unilevel system to manage your affiliates. It can trigger commissions automatically from paid Invoices or Receivables and add them to the Accounts Payables so all checks payments can be created with one click. Can also create a batch payment with PayPal.
Can I buy leads and import them?
CRM Business Lite, Pro and Ultimate can import thousands of leads from the most popular formats format with ease. Most importantly, it can get leads for Free from several popular services and import them directly into the program. You can map fields and preserve the mapping for up to five different sets for easy importing specially when you buy from the same provider.
Can I use Surveys to better understand my customers' needs?
CRM Business Ultimate has an integrated Survey Creator System that uploads to clients websites directly from the program. Then, it retrieves the responses and analyzes them numerically and graphically.
(View Example Here )
Can I control my personal appointments?
CRM Business Lite, Pro and Ultimate have an Agent Personal Agenda and Payment Reminder (in addition to the previously mentioned Tasks Manager). The Personal Agenda maintains isolated personal issues like medical appointments, meetings, payment reminder of credit cards, mortgage,et cetera. The Personal Agenda as many other areas in CRM Business Lite, Pro and Ultimate has recurrent capabilities.
Can I assign tasks to employees (agents) that they have to do at certain intervals?

CRM Business Pro and Ultimate provides a unique Agent Job Scheduler manager. This area, is in addition to the Personal Agenda and the Tasks Manager since it is designed for the agents (employees) to do tasks at certain intervals and also for a one time task assigned to agents. For example some employees might need to check that all necessary supplies are available every day, oil certain machinery every week, etc.

It can print a worksheet assignment report too.

How do I help my customers?

CRM Business Ultimate has an integrated F.A.Q. and Trouble Ticket System.
With the F.A.Q. and Trouble Ticket System canned answers can be used to respond live or by e-mail to customers questions.

How can I control purchases of products and services?
CRM Business Ultimate has a generic Purchase Manager System designed to track any purchase or service supposed to be received or rendered at a certain date. This way you won't forget for example that important items purchased and never received.
How doI control employees or consulting time?
CRM Business Pro and Ultimate has an integrated Time Manager that can control the time employees expend inside the program, but most importantly, it can control consulting time for customers (specially useful for attorneys, etc.), produce reports et cetera.
Can I communicate service progress status or any kind or status to my customers?
CRM Business Pro and Ultimate can upload to your clients website a Customer Portal where customers can view a progress status of anything plus the customer can send Notes, Attachments and Refer other customers back to the office.(View Example Here )
How can I maintain company policies, procedures and instructions for my employees?

CRM Business Lite, Pro and Ultimate have an integrated Knowledge Database ( Personal Library ) that can hold unlimited topics under unlimited categories. For example, it is the perfect area to hold all the information that cross your path everyday from the Internet, PDF documents, Docs documents and more.

Can I perform some marketing tasks at regular intervals?
CRM Business Ultimate has Marketing Task Manager to control recurrent marketing activities like reviewing Google Adwords, renewing a magazine ad, etc.
Can I manage my keyword marketing from inside CRM Business Ultimate (like PPC)?
CRM Business Ultimate has an integrated Keyword Analyzer that can act isolated or in conjunction with Google Adwords to manage all advertising keyword needs.
Can I manage my passwords and licenses?
CRM Business Ultimate has an a Password and License Manager to find and control all those user names and passwords with ease. The access to this area is controlled under the Administrator. You can encrypt passwords, copy logins for easy entry and more.
How can I manage my advertising places?
CRM Business Ultimate has an Advertising Place Manager to consolidate, control, manage strategies, reminder of use, etc.
How do I manage images (websites, magazines, etc.)?
CRM Business Ultimate has an Image Manager to maintain an unlimited number of images under unlimited categories. Import and automatically update folder containing images, view image catalogs and much more. It can even export and convert your images to PNG.
Can I quantify any aspect of my business?

CRM Business Ultimate has an Agent Metric Analyzer to quantify and analyze any aspect of your businesses.
The Agents Metric Analyzer does this by agent (employees) of by groups.

Can I analyze my business financial situation?

CRM Business Pro and Ultimate have a Financial Desktop that shows, at a glance, all Bank Account Balances, Aging Receivables and Forecasting, Aging Payables and Forecasting, Aging Invoices and Forecasting plus Products Sold by Range of Dates, etc.

It can produce a report by range of dates that you can send to your accountant for tax and accounting purposes.

What type of information can I manage in your CRM Software?

CRM Business Ultimate has a Virtual File Cabinet. Practically anything and everything that can be filed in a regular cabinet can be filed inside the Virtual File Cabinet and its unlimited folder per category thanks to its ability to scan and import all kind of documents and the ability to show them with one click. The dream of a paperless office is here now.

Also, every contact has a Document Tab where all files held in you hard drive can be linked and ran with ease.

Can I maintain several segments of the same list (groups, different lead lists, active / inactive clients, etc.)?

CRM Business Lite, Pro and Ultimate have multiple ways to control groups. A sixty One-Click-Groups. Also it has a Memorized Group System that handles unlimited groups, and has an unlimited One-Click-User-Defined-Groups. On top of that, it has four agent-independent On-The-Fly Groups and To-Do Groups.

If that was not enough, almost every field has a way to group by it.

Can I find my customers with ease?

CRM Business Companion, Lite, Pro and Ultimate include a unique find system that goes far and beyond your regular searching system.

From one field entry, many fields are cross-reference-searched for the fastest most useful and versatile find system ever.

If the word ultra-fast searching is important to you, then you'll be pleasantly surprised.

How many contacts (clients and leads) can I have in CRM Software?

CRM Business Ultimate can handle 500,000+ leads with ease even with a less than powerful computer with no noticeable degradation in speed.

Many millions contacts won't be a problem if you have the right hardware

Is there any ways to manage useful information found in websites?
CRM Business Ultimate has an Interesting Websites Manager. This area controls unlimited URLs with many ways to find the desire website which can be launched directly from the program. It's kind of a repository of interesting websites.
What is the programming language of your CRM Software?
All our line of CRM Software is developed on FileMaker Pro 12, a multi-award database programming language with performance comparable to Oracle.

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