Contact Your Client is ideal for all companies that work with lead lists due to its importing, managing and marketing capabilities.
Adapts to your level of use: use the "Simpler" level (ultra-easy to use) or the "Expert" levelto unleash the full power of the software as needed.
Everything in business is about profitability. You make more money when you can do more things in less time. This is the Contact Your Client approach. An ultra-fast all-inclusive CRM Contact Management Software.

Contact Your Client Ultimate is an all-inclusive Windows-based CRM Contact Management Software with integrated Marketing, Telemarketing, Prospecting, SEO, Invoicing, Emailing, E-Commerce and Financial Charging capabilities all under one roof

 

One Contact Your Client replaces a 5 to 10 software programs

Our CRM software is Multi-Industry

Industries where Contact Your Client can leverage your business to new levels of efficiency

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

 

SOFTWARE AREAS


GO TO BEGINNING OF AREAS
ACCOUNT PAYABLES
ACCOUNT RECEIVABLES
ACH CHECKS
ADVERTISING PLACE MANAGER
ADVERTISING AFFILIATE MARKETPLACE
AGENT TIME MANAGER
AGENTS (EMPLOYEES)
AMORTIZATION LOAN CENTER
ARTICLE, BLOG, AD MANAGER
AUTOMATIC INVESTMENT SYSTEM
AUTO-MESSENGER (AUTO-RESPONDER)
BANK MANAGER
BLUEPRINTS, STRATEGIES AND PROCEDURES
BUDGET CENTER
BULK E-MAIL MANAGER
BUSINESS MISCELLANEOUS
CHARGE CREDIT CARDS
CHECK DRAFTS
COMPETITOR ANALYZER
CONTACT DATABASE (CRM)
CREDIT CARD ANALYZER
DEBT REDUCTION ANALYZER
E-COMMERCE
ESCROW ACCOUNTS
EXTRACTION OF FREE LEADS
FINANCIAL DESKTOP
FINANCIAL RELATED
FOLLOWING UP (TASK MANAGER)
GOAL MANAGER
GOOGLE MAPS LOCAL LEAD FINDER
GOOGLE SPECIAL FIND
IMAGE MANAGER
INVOICE SYSTEM
KEYWORD ANALYZER
KNOWLEDGE DATABASE (PRIVATE LIBRARY)
LIST MANAGER
MARKETING
MARKETING AND BUSINESS IDEAS
MARKETING TASK MANAGER
MARKETING TOOLS
MULTIMEDIA CAMPAIGN ANALYZER
PARSING EXTRACTOR SYSTEM
PASSWORD AND LICENSE MANAGER
PERSONAL AGENDA AND PAYMENT MANAGER
PRINT CHECKS
PRODUCTS AND INVENTORY
PROJECT CHECKLIST MANAGER
PURCHASE MANAGER
REPORTS AND LABELS
SOCIAL MEDIA AND FORM SUBMITTER
SUBSCRIPTION MANAGER
SURVEY SYSTEM
TELEMARKETING
TELEMARKETING AND BUSINESS SCRIPT MANAGER
TEMPLATE MANAGER
TIME MANAGER
TRACKING OF MARKETING CAMPAIGNS
TWITTER SCHEDULER
VIRTUAL DESKTOP MANAGER
VIRTUAL FILE CABINET
WEB STORE AND CATALOG CREATOR
WEBSITE CODE MANAGER
WEBSITE PROSPECTING ANALYZER
WEBSITE UPLOAD MANAGER
YOUTUBE VIDEO MANAGER

 

CRM Cycle

CONTACT DATABASE (CRM)

Everything in our software is about being more efficient and do more in less time.

Every aspect even some ones are marketing oriented (without sales there is no business)

Manage unlimited Clients and Leads

Ultra-fast search system with multiple entries from one field

Quick Find from multiples fields from one entry (name, company, state, all phone numbers, URL, emails, Related To, Referrals, Keywords, Products, etc)

Query-by-Example available too (Full Find)

Many tools to navigate fast among contacts.

Comprehensive import and export system with 5 saved fields mapping

Strong Lead Management System

Import / Export Leads in many formats.

Assign multiple tasks on multiples contacts on different dates with just one click.

Find information with ease on the Internet with our Private Eye system.

Send and Receive multiple contacts/leads across the internet to our line of compatible software for Telemarketing purposes, etc.

Set and Jump to 5 pre-set contacts with one click.

Send Merged Templates to contacts with the integrated E-mail & Fax system

Hold unlimited documents per contact (Docs, PDF, images, Excel files, etc) and play them with one click

Mark contacts as private

Make some agents to see only their private records.

Create unlimited notes that automatically enter date/time and agent.

Notes can't be modified except for administrator.

One click entry of snippets in Notes. Also unlimited snippets

Log automatically templates sent.

Log elapsed time for consultation purposes

Integrated Instant Messenger inside your network and across the Internet.

Tag contacts as affiliates, Assign commissions and visualize downlines.

Create contact portals to your own website on the Internet

Upload contacts data to the Internet (Virtual Contacts) to share information
with your sales force, representatives, etc. that can be seen on any device
(smartphone, iPad, iPhone, laptop, computer, etc)

Assign Agent / Contacts Tasks where many Agents can have simultaneous Tasks for one contact.

Multiple view screens(Full Data, Fast Lists, 1-Line View, 3-Lines View, Agent Tasks Lists & Summaries)

Check for Duplicate Contacts with one click

Compare contacts and merge their data.

Enter unlimited phone numbers in any format with automatic reformatting based on country

Dial contacts with one click (modem, Skype or SIP protocol used in softphones)

Send template faxes using efax.com, fax.com, ringfax.com and myfax.com

Check mail addresses and insert back the correct address back.

Create Reports and Labels Lists.

Use Snippets in many fields as a way to be consistent and expedite entry.

60 one-click-groups to select, omit or expand groups with one click

Unlimited User-Defined-Groups to select, omit or expand groups with one click

On-The-Fly groups to create disparate groups on the fly

To-Do groups to distribute groups among agents.

Assignment Groups specially suitable to Telemarketing purposes and similar sales leads assignments.

Special contact fields for Facebook, Twitter and Skype

Client Valuation (objective and subjective). The real value of a customer.

Calculate Time and Money spent on a client or by the agent.

Use different client hourly rates on automatic work-on-clients time (ideal for attorneys)

Manage an unlimited number of User Defined Field Structures. So, when creating a contact you can decide what special fields you want to use for that particular contact from previously saved structures.

Dial your client with one click using a modem, Skype or a Soft Phone with SIP protocol (like Ring Central)

Leverage your use of time by using features like the Action Button that reacts differently based on the content of the data (for example an email will create an email a phone number will dial the phone number, an URL will open the website, a formula will calculate, keywords will trigger Google search and much more.

 
CRM software for umlimited agents and employees

AGENTS (EMPLOYEES)

Create unlimited agents.

Assign different privileges for each agent allowing or denying entry in the areas of the program even at the field level.

Expand up to a 1000 concurrent computers to share data
(additional Network Licenses and third-party software required)

Integrated Personal Agenda and Payment Manager

Assign Jobs to your agents (Agent Job Scheduler) with recurrent capabilities and snippets to expedite the entry.

Print Job Worksheets for all Agents.

View agents software use (start, exit and elapsed time)

Log out agents automatically after certain amount of time

Allow agents to enter software only during certain hours.

 

Crm Software with integrated time Manager

AGENT TIME MANAGER

Control your Agents entry and exit times and calculate extra hours

Each Agent can have a different hour rate for their work with clients

Manage consultation times for your clients

Create client reports based on hourly rate and agent's work time

Export agents work done for clients to Receivables, Invoices or to the Windows Clipboard with one click (ideal for attorneys and other consulting services)

 


FINANCIAL RELATED

Charge Credit Cards inside our CRM Software

CHARGE CREDIT CARDS

Charge credit cards from different places (Account Receivables and Invoices)

Compatible with thousands of banks that use our integrated gateways (Authorized.net, Global Gateway / Link Point Central, Dow Commerce, Network Merchants, PayToo Merchant, xCharge) Subscribe here

Holds up to five credit cards numbers per contact

Automatically check if credit card number is valid.

Change one or many with one click

 

ESCROW ACCOUNTS
Integrated with Global Client Solutions and Trans2Pay to charge clients against their escrow accounts from Account Receivables and Invoices with one click.
 

ACH CHECKS

Integrated Green by Phone to process ACH Checks directly from the Account Receivables and Invoices (subscribe here)

 

CHECK DRAFTS

Print your client checks and deposit them in your Bank without your client's signature and with recurrent capabilities.

Print check endorsements directly on checks

 

PRINT CHECKS

Print your checks to pay affiliates, providers, payroll and much more with recurrent capabilities

Print check endorsements directly on checks

 

BANK MANAGER

Manage unlimited Banks and Credit Cards

Register Transactions automatically (checks, Deposits, Credit Notes and Debit Notes)

Reconcile your Bank / Credit Card Statement with our integrated Reconciliation System.

Link Clients to Bank Accounts. This way you can maintain escrow account for clients too.

Print checks to pay others (some payments are created automatically like affiliate payments, payroll and other you set)

 
Financial Destop

FINANCIAL DESKTOP

View, at a glance, the status of your company, aging and forecast for receivables, payables and invoices, products sold, bank balances and more.

View charts to evaluate results with ease.

Print reports at the end of the month to give to your accountant for tax purposes, it's that simple.

 

ACCOUNT RECEIVABLES

Unlimited Payment Plans for consistent entry of Account Receivables (you can automatically enter the setup fee plus recurrent payments and way to charge the client)

Automatic trigger of recurrent receivables

Compatible with many credit cards gateways (Authorized.Net, Network Merchants, Dow Commerce, Link Point Central, Global Gateway, PayToo Merchant, xCharge, etc) (apply here

Compatible with ACH Checks through Green by Phone (apply here)

Compatible with Escrow Account (Global Client Solutions / Trans2Pay) to charge directly from the software.

Create check drafts to print your client's checks and deposit them in your Bank without your client's signature.

Charge multiple clients at one time from different sources (credit cards, ACH checks and Escrows)

Assign automatically commissions to affiliates and create payables based on those for further checks printing.

Send letters / templates directly from receivables upon declining transactions or other purposes.

Filter and Report Receivables

Email, fax or print reports.

Create Invoices based on Receivables.

Many ways to find, navigate and manipulate Receivables

 

ACCOUNT PAYABLES

Automatic trigger of recurrent payables

Create and print unlimited checks with one click from Payables

Send letters / templates directly from payables for any purpose.

Filter and Report Payables.

Email, fax or print reports.

Many ways to find, navigate and manipulate Payables.

 

Integrated Invoice System in CRM Contact

INVOICE SYSTEM

Full-fledged invoice system

Product and Service Invoices

Snippets for service invoices for consistency

Calculation of totals even from service invoices.

Charge invoices with credit cards, ACH Checks or escrow.

Control Partial Payments

Comprehensive invoice find system with integrated shortcuts

Manage unlimited products

Create catalogs from selected products.

Select products that belong to an invoice with one click

Control product cost

Create price lists.

Create payables based on commission from affiliate automatically.

Trigger recurrent invoices.

Create invoice groups and visualize summaries of many invoice fields.

Export invoices to excel, Email, fax, DocuSign or print invoices.

 
Product and Inventory integrated in CRM Software

PRODUCTS AND INVENTORY

Manage all your products with ease.

View privately your suppliers cost

View or print catalogs on selected products or send them by email of you like.

Select products automatically based on a quotation or invoice to send to your prospects or clients

Upload a web catalog to your own domain on the Internet including prices, descriptions and much more with one click. Making changes take seconds.

Up to 7 pictures and 1 video per product

Ultra Fast Search

Print reports, lists and more

 

CREDIT CARD ANALYZER

Analyze unlimited Credit Card accounts for you and your clients

The program advice which credit card to pay first and how much to increase your credit score.

 
Debt Reduction Analyzer integrated in CRM software

DEBT REDUCTION ANALYZER

Analyze unlimited Debt accounts for you and your clients

The program advise which Debt to pay first and how much based on a monthly budget to pay the debts in the least amount of time.

 

BUDGET CENTER

Analyze unlimited budgets for you and your clients

Compare all the expense segments against the ideal ratios to determine where correction are needed.

Get a Surplus amount that you can use to start reducing your debt every month.

 

AMORTIZATION LOAN CENTER

Analyze unlimited loan amortization scenarios

Link scenarios to contact to evaluate different scenarios and create creative proposals.

 

AUTOMATIC INVESTMENT SYSTEM

It sounds to good to be true, but yes, we include an Automatic Investment System (AIM) fro those of you so inclined to invest in the stock market and wants a simple system to manage all your portfolio.

 


MARKETING

CRM with integrated Email System

EMAIL SYSTEM

Manage unlimited email accounts (POP3, Gmail, Godaddy, etc)

Self-contained system to Send and Receive Emails

Edit Emails (subject and body)

Select all emails (sent / received) from contacts even when contact uses multiple emails or entire domain.

Encrypt / Decrypt Emails by Agent

Assign default sending email accounts by user or deparment.

Find contact based on current e-mail with one click

Create Contact based on current e-mail with one click

Check for e-mail duplicates with one click

Assign multiple groups to one e-mail and search by them.

Use snippets and shortcuts when creating e-mails

Proprietary System to verify if e-mail was opened.

Merge contacts data automatically in e-mail templates

Ultra-Fast and Easy Email Finding System

Color subjects and search based on them

Extract email information and create contacts automatically

Reply to Emails automatically

Assign Auto-Responders to emails automatically

Forward E-Mails automatically

Assign Groups automatically

Assign E-mails selectively to agents or round robin.

Create Private Notes for Emails

Web-to-lead capture

Set the date to send an email in the future

Agent Metrics to quantify any actions and create summaries based on those

Select default emails from contacts that will show in pull-down lists when sending emails.

Select emails from group of selected contacts and vice-versa.

Protect some E-mails to avoid deleting them by mistake.

All your employees (agents) can see, in real time, all the emails sent, received and link to clients.

Three e-mail systems in software. An instant email, the full-fledge and interaction with your email client (like Outlook) but with a twist that makes it unique.

Use if Snippets in e-mails for speed and consistency.

Insert merged templates in emails with one click to compose complex e-mail with ease

Schedule e-mails to be sent at a future date automatically (this is a one by one feature in addition to the auto-responder)

 
Autoresponder integrated in CRM software

AUTO-MESSENGER (AUTO-RESPONDER)

Manage unlimited Auto Responders

Include unlimited templates per Auto Responder

Assign different intervals to each template

Merge agents and client data automatically

Duplicate X number of messages (templates) with one click

Assign Auto Responders automatically when an email is received

Assign Auto Responders to one contact or a group of contacts with one click

Assign several Auto Responders to one contact or contacts

Interaction with external auto-responders (AutoResponse Plus version 3)

 
Telemarketing System integrated in CRM
TELEMARKETING

Integrated telemarketing system to promote your business or to answer the phone consistently every time

15 Scripts or Script Branches available with one click

Every script can be merged automatically with Agent and Client data for ease reading.

Dispose of call in groups like Busy, interested, call again or create your own.

Analyze groups data in numbers, percentages and with charts.

Update client data, make notes and much more while interacting with the Telemarketing System

 
Task Manager Following System integrated in CRM Software

FOLLOWING UP (TASK MANAGER)

Unique follow-up task system that is client-centered as opposed to agent-centered which is much more productive than traditional follow-up systems.

Add Tasks to follow up or any other purposes from Snippets to expedite entry and consistency

Every client/lead has its own tasks manager area and it can contain unlimited tasks from disparate Agents or company departments so every Agent will be aware of the interactions of this client / lead with other Agents / Departments.

Add Multiple Tasks on Multiple Dates to one or many clients/leads with one click (example: you buy a list of 1000 leads and want to assign 3 tasks like email, phone and send contract on different dates to each lead. Well, you can do that with one click)

Select Tasks based on time zone so you don't wake up prospects at 6 AM in California.

See at a glance the time zone of a task.

Select tasks based on Priority

Select tasks based on Agents

Tasks are logged automatically whenever they are Done or Cleared showing Date, Time and Agent (which can't be changed but by the administrator)

 
Article Manager integrated in CRM Software

ARTICLE, BLOG, AD MANAGER

Manage unlimited Articles, Blogs and similar items.

Check your articles against CopyScape

Calculate Length, number of Words, etc

Enter HTML syntax with one click

Check keyword count in article plus density

Check the Spam Index

Text Spinner included

Integrated Spelling Checker

Convert text into HTML and edit HTML code in a WYSIWYG environment

Search by group, shortcuts

 
ADVERTISING PLACE MANAGER

Manage unlimited Advertising Places

Find, with ease the service you are looking for every time

Link Advertising Places to Contacts (in this case probably providers) to have handy all information.

 
AFFILIATE MARKETPLACE

Unique system to upload to your own website marketing materials for your affiliates.

Manage unlimited advertising pieces

Merge affiliate ID and other data to personalize the advertising materials.

Use it for advertising text, emails, banners, classified ads and everything that can be posted with a code.

Powerful searching, check by groups, etc.

Interacts with unlimited domains.

 
BULK E-MAIL MANAGER

A place to manage unlimited email lists.

Interacts with the contact database importing / exporting

Interacts with AutoResponse Plus (version 3) to send thousands of emails with easy

Powerful group system

Check if email are valid.

 
COmpetitor Analyzer integrated  CRM Software

COMPETITOR ANALYZER

Compare graphically your website vs your competitor

Extract Title, Description, Keywords and code from your competitor website with one click to analyze its data.

Count length and words

Powerful group system

Calculate keyword density

Link to contacts to serve your customers SEO needs

 
Google Map Lead Finder

GOOGLE MAPS LOCAL LEAD FINDER

A unique way to find lead using our integrated zip code, city selector and Google maps interaction.

Change city automatically with one click.

Add leads with ease.

 
GOOGLE SPECIAL FIND

Search Google in different countries with ease.

Find specific information not easily found in Google using some undocumented techniques.

 
EXTRACTION OF FREE LEADS

Automatically extract leads from DMOZ, Yellow Pages and Google Maps

Use specific categories

Control number of leads extracted for more targeted results.

 
KEYWORD ANALYZER

Manage unlimited keywords

Link to contacts to give SEO services to your customers

Select group of keywords and copy them with one click ready to be pasted in other places (PPC places, websites, etc.)

Import and export keywords

Powerful group system and shortcuts.

 
Marketing and Business Ideas integrated in CRM Software

MARKETING & BUSINESS IDEAS

Manage unlimited marketing and business ideas and find them with ease

Link to contacts to give SEO services to your clients.

Powerful search

 
MARKETING TASK MANAGER

Manage unlimited marketing tasks

Assign tasks to Agents

Set recurrent marketing tasks that will be trigger automatically

Select tasks by Agent

 
MARKETING TOOLS

A unique set of tools not found anywhere else

Select invoices based on a list of number in your clipboard.

Select omit contacts based on a list in your clipboard

Extract links based on a URL and add contacts

Extract website from a list and add or select contacts

Extract links from Google maps

Extract emails from clipboard and add or select contacts

Import emails or phones and add or select contacts

Strip text from weird characters

Ping your website

Parse text based on start and ending words

Sort text

More...

 

Multi-Media Campaign Analyzer TV Radio Magazines integrated in CRM software

MULTIMEDIA CAMPAIGN ANALYZER

Manage unlimited campaigns specially, Radio, TV and Magazines campaigns

Manage time slots to evaluate different offers from Radio and TV vendors.

Calculate Production Costs, Cost per Lead, Cost per Order and more.

Trigger recurrent campaigns automatically.

Import data from excel files (ideal to import files from call center / telemarketers)

Search by Vendors and many other Filters

Interacts with the Invoice System to determine profitable campaigns

Select invoices that belonging to a campaign with one click.

 
Social Media and Form Submitter

SOCIAL MEDIA AND FORM SUBMITTER

Manage unlimited sets of data to submit to Internet Forms

It can be used to submit data to article places and similar places for SEO purposes

It can post data to PayPal forms and similar places.

It can merge data from contacts and from 22 extra fields.

 

Surveys Integrated CRM Software


SURVEY SYSTEM

Ability to create unlimited surveys

Post surveys to your own website with one click.

Make unlimited changes with ease

Download and analyze survey's data from your website

Use text questions, radio buttons and checkboxes in your surveys

Create survey links to send by email to contacts and leads

Specify what minimum data must be provided by user (name, phone, email )

 
TELEMARKETING & BUSINESS SCRIPT MANAGER

Manage unlimited scripts.

Use this area as a repository of all your Telemarketing and Business scripts.

Powerful search system.

 
Trackingof Marketing Campaigns integrated in CRM software

TRACKING OF MARKETING CAMPAIGNS

Manage unlimited campaigns

Interact with unlimited websites to download data and analyze it (php websites only)

Evaluate Entries (leads) and Exits (purpose achieved)

Calculate cost per leads or purpose

Filter data and see data individual clicks

Powerful search system

 

Template Manager Word Processing in CRM Software

TEMPLATE MANAGER

Manage unlimited templates (letters)

Merge data automatically in letters from Contacts, Agents, User Defined Fields and many other fields

E-mail, Print, Fax (eFax.com Fax.com RingFax.com) to groups of contacts

Interacts with DocuSign

Integrated Spinner System to create unique letters every time.

Create unlimited categories and unlimited letters inside each category.

Encrypt / Decrypt templates for private use.

Use 10 shortcuts to select or email pre-selected templates.

Change text to HTML with one click

Edit HTML templates (letters)

Interact with you website to upload / download pages to do minor changes or for SEO purposes or even as a repository of your webpages.

Check the Spam level of your templates (possible emails)

Scannable forms system allows you to merge data into any form by scanning the form and merging or type data into it.

Select contacts that receive a particular template

More...

 
Twitter Scheduler integrated in CRM software

TWITTER SCHEDULER

Control unlimited Tweets accounts

Maintain an unlimited number of preset Tweets

Tweet directly from the system

Schedule Tweets to be sent in the future or recurrently

Powerful search system

 
WEBSITE PROSPECTING ANALYZER

Manage unlimited number of website to analyze

Extract website names from the Internet based on a keyword

Import websites from lists

Create Contacts based on websites selected

Select Contacts based on website selected

Use this area to find prospects and for SEO purposes

 
YouTube Video Manager integrated in CRM Software

YOUTUBE VIDEO MANAGER

Manage unlimited videos to control your YouTube videos and as a repository place for them.

Interact with your YouTube account

Change video data in YouTube with ease for consistency and SEO purposes.

Link videos records to contacts to give SEO services to other people

 
TIME MANAGER

Agent Job Scheduler Included in CRM Software

AGENT JOB SCHEDULER

Control unlimited jobs for unlimited agents

Create recurrent jobs.

Control Job by Category

Print Worksheet for one or many agents with one click.

Link Agent Jobs to Contacts (the best way to interact with Clients and Leads is using the Task Manager though)

Sent email merged templates to contacts directly from the this area (for example to advise that a particular Job has been completed)

 
Personal Agenda Integrated in CRM Software

PERSONAL AGENDA & PAYMENT MANAGER

Control unlimited personal tasks

Assign personal tasks for other agents and send them to their smartphones

Make tasks recurrent

Receive reminders in your smartphone with Agenda Tasks are due

Two types of reminders: alarm reminder and actual date/time reminder.

Use it for all your personal tasks and payment reminders like Mortgage Payments, Credit Card Payments, meetings, etc.

Link personal tasks to contacts (very useful when you need data from a contact to fulfill the task)

Create shrotcuts to assign tasks linked to contacts with initial consistent data.

 

E-COMMERCE

Domain Manager Integrated In CRM Software

DOMAIN MANAGER

Control unlimited domains for you and your clients.

Select domains that belong to a client with one click.

Check if all your domains are running with one click.

import expiration dates

Search for soon to be expired domains

Many fields to control every aspect of domains, passwords, DNS, SQL, Emails, Wordpress data, FTP coordinates and much more.

Submit domains to Google with one click

Check the domain WHOIS, Alexa, etc with one click.

Select Domains based on a Clipboard list (this is useful when you renew domains for example and want to select all those domains with one click and many other cases.)

User Defined Fields and more.

 
Webstore Catalog Creator included in CRM Software

WEB STORE & CATALOG CREATOR

Create unlimited products with up to seven images each and one video and upload them to your own domain creating a web store / catalog with one click. (see sample here)

Use PayPal as a way to charge your clients on those products or simply create a catalog

Make changes to hundreds of products with one click and upload a new web store in seconds.

Maintain up to five independent web stores or catalogs

Manage Hot Deals with ease and much more

 
WEBSITE UPLOAD MANAGER

Manage unlimited websites and unlimited pages for each websites

Use it as a repository of your website webpages and to upload and download webpages.

Edit your webpages

Make multiple changes across unlimited pages with one click.

Insert Titles, Keywords and Descriptions at random from pre-selected ones.

Calculate Keyword density per page

Ping pages

Substitute unlimited Code Symbols with you own code data (Javascripts, Style Data, specific content, etc. )

 

BUSINESS MISCELLANEOUS

FAQ and Troble Ticket System integrated in CRM Software

F.A.Q. & TROUBLE TICKET SYSTEM

Manage unlimited canned answers for consistent responses by your customer support team

Visualize in the F.A.Q. area all emails from current contact to assess better the issue and respond more appropriately.

Manage unlimited categories and then unlimited Questions & Answers inside each category

Email answers to contacts from F.A.Q.

Merge symbols from Contacts and Agents to be merged at time of sending the email answers

 
Image Manager Included in CRM Software

IMAGE MANAGER

Manage unlimited images

Group images for ease searching (like having a repository of all images in your website)

Export from field to PNG

Import pictures from URL to image field

Import one or a complete folder with one click

Display a catalog view

Show images in a slide show.

Show info about the images automatically

Superimpose text to images

 
Knowledge Database Private Library integrated in CRM Software

KNOWLEDGE DATABASE (PRIVATE LIBRARY)

Use this area as your Private Library

Manage unlimited categories and then unlimited topics inside each category

Find articles on the Internet and save the content and link to have them handy

Powerful search system

Open links and run hard drive file with one click.

Optionally, save HTML code so you can view the content exactly as intended.

 
LIST MANAGER

Manage unlimited lists

Unlimited group list to be found the with one click

Powerful search system

Copy list to Windows Clipboard or export it to the Contact database

Find / Delete Duplicates

Seven Checkbox groups to select, omit and expand on on the fly static groups

 
GOAL MANAGER

Special area to control your goals in live

Manage unlimited goals

Set goal and achivement dates

 
PASSWORD AND LICENSE MANAGER

Manage unlimited passwords

Encrypt / Decrypt password

Link password to contacts to provide services to your clients

Manage links to website or open related files

Copy username and password to Windows Clipboard with one click for easy entry

Group passwords

Link to contacts to give services to your clients or to find more information about the vendor

 
PARSING EXTRACTOR SYSTEM

Receive unlimited forms from unlimited websites on the Internet, parse them to extract their data and create contacts filling the fields all automatically

Extract data from lists found on the Internet or other type of lists creating contacts and populating fields automatically.

Assign many defaults automatically so contacts can be assign to specific groups and other fields.

 
Project Manager Included In CRM Software

PROJECT CHECKLIST MANAGER

Special area to control the steps of unlimited projects and unlimited topics inside each project

Link projects to your clients to control services

Control the order of topics

Manage completion dates

Print projects

Marketing project are specially suitable to this area

Powerful search system

 
PURCHASE MANAGER

Control all your purchases special online ones

Know, with one click, which ones are pending to be received.

Maintain a repository of all your purchases to find vendors in the future with ease (price, quantities, vendors, etc)

Group purchases by type

Powerful search system

 
BLUEPRINTS, STRATEGIES AND PROCEDURES

Control unlimited procedures.

Create unlimited categories and then unlimited topics inside each category

Ideal to inform your employees of the correct procedure to follow in most cases

Promote consistency among your employees

A dream come true when hiring new employees

Set order of topics to fine tune or modify your procedures

Powerful search system

 
SUBSCRIPTION MANAGER

Manager unlimited subscription

Know at a glance which ones are active

Check expiration dates for way of payments

Set periods, starting, ending dates, amounts, etc.

Link to contacts to give services to your clients or to find more information about the vendor

Powerful search system

 
Virtual Desktop Manager

VIRTUAL DESKTOP MANAGER

Consider this area like an extension of your Windows Desktop on steroids

Control unlimited links to files or links to the Internet

Set Titles, Descriptions and Pictures to identify them.

Set related files to the main one

Set unlimited groups and categories for ease finding (like graphics, PDF, Microsoft, etc)

Set shortcuts to retrieve groups even faster

Powerful search system

 
Virtual File Cabinet Integrated In CRM Software

VIRTUAL FILE CABINET

Control almost everything that you would put in a real file cabinet for a paper less office

Images, URL, link to files are just an example of items that can be managed here

Display list

Display groups of images as a catalog

 
WEBSITE CODES

Consider this area as a repository to all your website codes and similar kind of codes

Group codes for easy finding

Sometimes web codes can be displayed in the integrated browser

Powerful search system

 
REPORTS AND LABELS

Print or create PDF reports to be sent by email

Many label formats compatible with Avery labels and compatible formats.

Save label pages by selecting starting point

Print Business Cards

Print envelopes

Print preset reports or use a User Select Fields report and select the fields you want to report

Some special reports to print tasks for one or multiple agents as well as Metric Analyzer report

 

 

Contact Your Client All Inclusve CRM Software

Contact Your Client Ultimate is an all-inclusive Windows-based CRM Contact Management Software with integrated Marketing, Telemarketing, Prospecting, SEO, Invoicing, Emailing, E-Commerce and Financial Charging capabilities all under one roof.

 

 

 

 

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