Features, in Brief
::Central Store of client Details
::MS Access Based
::Barcode document scanning
::Proof of Delivery
::Telephone note Log
::Lot of Admin tasks
Client Manager and bespoke database development
Client Manager is an Access based client management system. Its aim is to bring together all the areas of your business, and relate them all together, so there is a central point for all your client information. The system is networkable with multiple users.
Internally we use this system to manage our business, including:
:: Basic client details, company name, contacts, addresses, e-mail addresses,
:: telephone numbers, fax numbers etc.
:: Prospects relating to this client
:: Prospect list and reporting :: Jobs relating to this client
:: Job administration, booking in/out
:: Proof of deliveries relating to this client, with signed versions
:: Timesheet system, including time allocation to job numbers
:: Telephone note log relating to this client
:: Items sold to this client, including maintenance expiry dates
:: Maintenance contract management
:: Service Call Logging
:: Invoice creation, relation to client, with export link to Sage
:: Job Specification system
:: Correspondence creation from templates, automatic population of address etc, relating
:: to each client
:: Attach external files, emails, contracts etc
:: Barcode system, barcodes are printed onto generated documents, so that they can be
:: scanned back in and related to the client
:: Box archive logging and client billing
:: Destruction note generation and administration
:: Create Address labels
:: Filter for Christmas Card Lists
:: Filter for e-mail marketing
:: ...and much more!
The system can be tailored to a clients requirements, installations include, a Medical Legal Practice and a Light Aviation Flying Club, each system is very different, focusing on very different businesses and therefore very different data.
The system is aimed at Small to Medium size businesses.
Please contact us for further detail, or Download Client Manager Brochure
Client Manager Invoicing Screen
The bottom part of the screen are the relational items each relating to the client "ABC"