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Contact Plus Pro 3.9.6



 

Contact Plus Pro 3.9.6

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Contact Plus Pro 3.9.6 Ranking & Summary

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User Review: 0 (0 times)
File size: 8.68 MB
Platform: WinNT 4.x,Windows2000,WinXP,Windows2003,Windo
License: Commercial
Price: $199.00
Downloads: 243
Date added: 2009-03-21

Contact Plus Pro 3.9.6 description

Contact Plus Pro 3.9.6 is a contact management to help you track your contacts, sales management, schedules and events. Supports multiple users and Office 2007.

Contact Plus Professional will organize your daily business activities easier than ever before and save you time doing it. And by being organized you can establish better relationships with your customers and prospects. If you're on a network, Contact Plus Professional allows you to share your data with others on your network without expensive server add-on software required.

The latest version supports Microsoft Office 2007 including Word 2007 and Outlook 2007.

Contact Plus Professional is the latest in a long line of award winning productivity software to organize your business. It can organize your contacts to manage your sales and contact management needs.

With Contact Plus Professional, you can store customers in one database and prospects in another. You can define custom data fields that can contain a variety of useful information. You can track events on your contacts and keep up-to-date historical notes about conversations and meetings you had with your clients. 

Detailed information about calls made, letters sent, notes taken are instantly available. Browse and edit them easily in a variety of screens, like this one displayed at the left. When used in a multi-user format, the User ID of who completed it gives you a reference for which of your coworkers met with this client or wrote him a letter.

The image to the left depicts Quotes, one of the two new event types in Contact Plus Pro. With a Quote, you can estimate anticipated close data on an upcoming sale on one of your contacts. You can even estimate a percentage on how likely you think this customer will close this sale. Quotes are uncompleted sales. The second new event type, Sales, are transactions or completed quotes.

Need a quick look at your daily calendar? Contact Plus Professional displays color-coded events in easy-to-use formats, viewable by day, week, month or multiple months. Calendar views are easily printed for a handy paper reference.

With the convenient drag & drop feature, you can easily reschedule events by dragging them to a different date or time.

The view events screen is the most powerful way to view all your events, past or future, done or not done. It quickly lets you select events based on event type, date, status or user ID, with an easy-to-use interface.

Using the tabs across the top of the screen you can select which event type you wish to view, and a popup menu from the right mouse button offers more options. At the bottom of the screen, you can select from done or not done events, choose a user ID, date range, or activate a filter.

The Electronic Marketing and Mailing Assistant, or EMMA, is used to easily schedule a series of events on one or more contacts, anchored to a certain date. Suppose your normal schedule is to place two calls, a letter a few days later and then an email. To assign the plan, pick a date to assign the plan, and EMMA assigns that plan to filtered contacts. As the date approaches, you could easily execute the series of planned events in one fell swoop.

In the example at right, the plna is to print a merged letter and label one day from the "anchor date", followed by an email one week later. Ten days from the anchor date, a phone call is scheduled, and still later a fax is sent. In each case, weekends push the events forward to a Monday, except in the case of the fax.

After scheduling your plans, use the Perform screen to actually execute the steps. It lets you select a date range and lists the steps upcoming within those dates. You can easily perform the types of events scheduled, like send a group of emails all at once or print 15 mailing labels.

Major Functions:

  1. Contact Management
    • With Contact Plus Professional you can keep track of customers in one database and prospects in another. In addition to the general contact information, you can define your own data fields. Keep unlimited free from notes about conversations you have with contacts. Then send letters, e-mail, and schedule and track future events for follow up. Plus Contact Plus Professional provides alarms for upcoming events so you don't let anything slip through the cracks.
    • With Contact Plus Professional you can create groupings of contacts based upon your criteria. Want to see a list of all contacts who've done business with you in the past week? How about a list of contacts that haven't done business with you in the last month? Whether you have 10 contacts or 10,000 contacts, you can work with just those contacts you want to use. Send them all a letter, transfer them to a new database, or check for duplicates between databases.
    • Contact Plus Professional automatically creates a complete history of your interaction with each contact. Detailed information about the phone calls, email sent, letters sent or notes taken are all instantly available. Using this information you can make better decisions about what the next step should be. When used on a multi-user system, each activity is stamped with the User ID of who completed it. What is more important than the past history with a client?
  2. Internet Functions
    • If you travel extensively, use the add on synchronization module Smart Merge to stay in touch with the office. And use the compute distance function to view contacts geographically closest to you. If you're out on the road and have some extra time on your hands you can schedule new appointments quickly by creating a filter to see a list of contacts within 50 miles of your location.
    • With your internet browser, connect to the Internet for a personalized street map of your contact's location, see his latest stock value, or check the current weather in his city. Virtually any Internet web site which displays information from input prompts like a zip code or street address is a possible site for getting information from the web on your contact. The possibilities are unlimited.
  3. Written Communication
    • Creating professional written correspondence couldn't be easier. Use the built in word processor or Microsoft Word or Corel WordPerfect to create personalized, impressive letters. Use templates to design just the right kind of letter for the situation, whether sales, or contracts. If you're sending just a few letters or a mass mailing campaign, each letter is just as personalized as you want. Insert any contact information automatically into the letter and you can use graphics too! Have some documents you already use? No problem. Just add the fields for Contact Plus, and use them without retyping anything!
    • If you use more email than letters, Contact Plus Professional handles that too. Use email templates to send broadcast emails to contacts regularly. Send out reminder notices, expiration notices for contracts, and more.
    • If you've got a specialized mailing list you've purchased from a list broker of 5,000 contacts that are interested in your products with Contact Plus this list is easily imported into a database. Use any type of standard electronic database file (ASCII, dBASE, Paradox). There's no special requirement for the order of information; you choose what information is imported into what field. Plus you can save the order of information if you're bringing in contacts from the same source on a regular basis. This point-and-shoot process makes Contact Plus even more flexible in managing the amount of information bombarding you and your business every day.
  4. Outlook - PDA Synchronization
    • Do you need to have your contacts and calendar on your Palm Pilot, Handspring or Pocket PC? With the Outlook interface you can take your contacts out on the road with you as well as your calendar. Update your calendar and contact information on your PDA and they will be updated in Contact Plus as well. No need to call into the office for a phone number while you're out on the road.
  5. Time Management
    • Need a quick look at your daily calendar? Contact Plus displays all your events in one easy -to- understand calendar. Gotten behind in your day? No problem. With convenient drag-and-drop rescheduling you can update your appointments as the day goes on. Plus you can print out the events and appointments for the day and take it with you. You can even look at your coworker's calendars to make sure you've got their latest schedule for collaboration.
  6. Interoffice Communication
    • When used by coworkers on a network, Contact Plus Professional makes sharing data and ideas with your coworkers easy. Simultaneous database access gives you the information you need when you need it -- as well as when your co workers need it. In a hectic office environment, it's important to get the right information to the right person. The Interoffice Mail option sends mail to your coworkers over the network. You can respond and keep the original message intact. Or if someone calls for you while you're away, the While You Were Gone phone message function takes care of that. Take messages for any user on the network and attach the message to a contact record. These messages can be seen immediately when the user returns if they're away for lunch. While the person taking the message is on the phone they can quickly see when you'll be returning with the In/Out Board. There's even broadcast messaging, to send urgent messages immediately to everyone logged in. And finally you can regulate scheduling of the conference room for your important meetings.
    • The optional Smart Merge program lets you synchronize information with remote users out in the field. Just think of the possibilities.
  7. Global Operations
    • The best part about Contact Plus is that if you decide later that you want to mass update your contacts, Contact Plus Database Utilities can perform dozens of global update functions quickly and easily. Tasks such as replacing area codes with new ones, clearing, copying, searching and replacing data, swapping user fields, or subtracting or adding days to date fields is performed quickly and easily. Plus it's done in one simple process.
  8. Usability
    • Contact Plus Professional was designed from the start for workgroups and small offices as a multi user network solution, not just for individuals. As a result of this design, Contact Plus Professional offers users a unique blend of tools specifically designed for collaboration between people in a business environment. Contact management, e-mail messaging, internet tools, written communication, and more are tied together in a distinctive blend of tools to help you manage your business more effectively. Contact Plus Professional fits your style and your needs--it works the way you do.

Major Features:

  1. Network Version!  Contact Plus Professional is available as a network product, allowing simultaneous access to databases over your local area network. Everyone's notes, schedules, record changes and more are immediately available with a network version. No more wondering who did what with a customer. Professional is available in several different sizes, one which will undoubtably meet your needs and budget. Simply purchase the number of concurrent users you require. For complete pricing information see the online mall
  2. Outlook/Palm Pilot/Handspring/Pocket PC Interface!  Contact Plus Professional now interfaces with the contact list and calendar appointments of Microsoft Outlook. This means you can synchronize your contacts and calendars with the Pocket PC, Palm Pilot and Blackberry devices. 
  3. HTML formatted outgoing email!  Contact Plus Professional now can send email in HTML format so you can take advantage of text formatting styles, web page links and graphics when you send your email.
  4. Electronic Mailing and Marketing Assistant (EMMA)!  Tired of completing mundane tasks like sending email, form letters, and the like? Automate your mailing campaigns, scheduled phone calls, and faxes with EMMA. No matter what form letter or email template you need to send EMMA will handle it for you.  Send e-mail, printed letters, and faxes on different campaigns (ps) based on an anchor date. Set up ps for new prospects, contacts whose policy dates are expiring, customers you haven't contacted in the last 30 days, and more. (Note EMMA generated automated letters must be created using the internal word processor and other letters can still be sent with Microsoft Word or Corel WordPerfect.)
  5. US Map now with Airports!  The US Map F11 is better than ever! Now you can see maps of the closest airports in the vicinity of a contact. Plus the location of the airport or the contact's location can be marked on the US map and printed.
  6. More Comprehensive Security!  Contact Plus Professional was developed from the start with multi-user functionality built right in. The security features are the most comprehensive of all Contact Plus products. The System Administrator can control user access to an even greater detail than Contact Plus. Keep databases completely private between individuals or groups. If a user does not have access to a database he cannot view anything related to that database. Security levels have been greatly expanded to include permissions levels to complete particular activities. For example, a user may be allowed to complete letters but not able to edit them after sending.
  7. More User Fields! Contact Plus Professional includes more user fields! In addition to the biographical information, phone numbers, email and address fields now you can define 16 text, 16 numeric/money, and 16 date fields. Plus, text fields 11 through 16 can record information up to 80 characters in length.
  8. Chronological Events! Each contact's Events tab items are sorted with the most recent event at the top of the list. This sort order applies to both the F4 View Events screen and the Events Tab on the main screen.
  9. Filter Functions!! In addition to contact filters, now you can create event filters.  Query the database for items such as "which contacts have a meeting scheduled for the March 25" or "which contacts have received letters in the last 60 days".
  10. Reverse Filters! Instead of working with a group of contacts that match filter criteria, now you can work with all the contacts that DON'T match a filter.  For example, set a filter for "contacts in category A".  Then choose Activate  Reverse to send an email to every who is not in category A.  Or set a filter for everyone who "has had a phone call within the last week" then activate the reverse filter to call everyone who hasn't been contacted.
  11. Email Templates! Send email messages quickly and easily with email templates!  Now your customers can receive personalized email from you just like a mail merge letter.  Type the body of the message using {{mail merge}}codes and each message is personalized for each contact! Use in conjunction with Electronic Marketing and Mailing Assistant for even more automation of your email messages.
  12. Numeric Quick Data Entry! All numeric and money fields can be easily entered using a small popup calculator which includes multiplication and division functions.
  13. Sales Transactions! Sales are stored as completed events and include a transaction amount, paid date and transaction memo. Sales can be graphed and totaled.
  14. Quotes! Have customers who are shopping around for the best price and and want a quote? With Contact Plus Professional you'll always know what price you've given when you record a quote for the contact. In addition to date, time, and amount you can also record the probability to close, giving you a sales forecast. With the quote feature you can track pending revenues.
  15. Attach Files to Notes! Now attach graphic files (*.bmp,*.gif, etc), sound files (*.wav), spreadsheets, or virtually any other file to contact notes (Notes F7). Any time you want to view a certain file simply click on the link button to view the graphic or hear the sound file. 
  16. Perfect for scanned images exported as graphics! Active Duplicate Checking! 
    When adding records you can set Contact Plus Professional to notify you that a duplicate record already exists in the database.  A great time saver not to mention keeping your database free from extra records!
  17. Quick Data Entry Templates!If you have lists of contact information on paper to add to a database the Quick Data Entry feature saves you time by allowing you to define only the information that you want to enter and ignore all other fields. For example, if you are are entering name, address, and phone number all you do is define a data entry screen that includes these fields only. Then you can quickly go through your paper based list and enter these three fields and jump to the next one. There's no tedious pressing the Tab or Enter key to move down to the correct field to enter the information.
  18. Import Vcards! Vcards are the standard in Personal Data Interchange. Vcards can be thought of as electronic business cards. If you receive email regularly that contains the sender's information in Vcard format (*.VCF), Contact Plus Professional can automatically import this information directly into a contact record thus saving time and avoiding possible data entry errors.
  19. Automatic Email Retrieval! If you receive email from contacts now you can automatically retrieve it directly into the contact's history with the Email Retrieval feature. This feature requires that you use a Point office Protocol (POP) mail account to be retrieving the email from. (America Online and Compuserve accounts are proprietary and are not POP accounts.) While designed not to be a replacement for your regular email program, the Email Retrieve feature makes keeping email you send to and receive from contacts together in the contact's history, giving you a more complete picture of contact activity. 
  20. Recurring Conflict checking! When scheduling recurring events such as lunch at 12:00 every other Thursday Contact Plus Professional alerts you for schedule conflicts.
  21. Last Modified Records! In the course of your hectic day have you ever forgotten what contact you were working on last? Contact Plus Professional tells you quickly and easily by displaying a history of the last records that were modified by a certain User ID in the recent past. Great for jogging your memory when you need it!
  22. Enhanced reminder/scheduler! While viewing a particular event for a contact you are now able to view other events. There is a browse screen that enables you to scroll from event to event within a contact. Additionally, statistics and chart capabilities have been added to the reminder/scheduler screen.
  23. Enhanced Search Functions! Now searching for text in a contact record is more powerful. Search for items using a 'sounds-like' criteria. For example, if your searching for a company name like Teethful and Thompson and using the sounds-like search will locate close matches. Plus search results are saved between queries making it very handy to search the database once and move back and forth between the query and the main screen.
  24. Quick E-mail and Phone Number Search! Have an email address or phone number but don't know who it belongs to? With the quick e-mail and phone number search you can quickly display the contact you're looking for. No more tedious searching e-mail addresses or phone numbers.
  25. Bookmarks! Work with certain contacts regularly and want to switch between these records quickly without using an index field like last name? With the Bookmark feature set a bookmark for each contact (up to 9). Then quickly switch between the contacts using Alt-1, Alt-2, or the pull down menu. As an added bonus the quick bookmark even displays contacts quickly in different databases!
  26. Marked Record Navigator! If you have a marked contact, quickly move to the next marked record without specifying a filter by .
  27. Single Mailing Label Printing! Contact Plus Professional seamlessly prints one label for one contact using the CoStar Labelwriter. Perfect for large envelopes and packages, the CoStar Labelwriter printers make generating individual labels quick and easy. Using the thermal Labelwriter keeps you from wasting an entire page of laser labels! 
  28. Date Search! Now you can quickly search on not only the regular 16 date fields but also on the contact's last changed date, added date, incoming call date, attempted call date, meeting date, last letter date, email sent date, email received date, sale date, quote date, and more. You can search for bk dates and dates by month and day only.
  29. Holiday Scheduling! Avoid scheduling appointments company holidays with individual or company holiday scheduling feature. Holidays are tracked on the company (global) calendar. This makes it easy to make sure you're not scheduling items for days when your office is closed or you're away from the office on vacation.
  30. Launch Pad! Launch external programs such as a spreadsheet program and pass command line parameters (contact record number or company name) to an external program. External programs that accept command line parameters will allow you to create files in the external program based upon contact information.
  31. Interoffice Mail! Send interoffice mail to to other users on the network without the Internet! Plus attach contact records to the internal e-mail. Messages can be public or private where only the sender and recipient have access to the message.
  32. Broadcast Messages! Send urgent immediate messages to other users logged in to Contact Plus Professional. For example, if you need to have everyone appear in the conference room right away just send a Broadcast message. Plus the broadcast messages can play any sound to alert the user. Several sound files are included with Contact Plus Professional or you can use any *.wav file on the network.
  33. Resource Management! If you have common equipment used in your organization that needs to be checked out you can use the equipment reservation module to keep track of the item and when it is being used. Perfect for avoiding conference room scheduling conflicts or other shared resources.
  34. In/Out Board! Want a quick way to find out who is in or out of the office? Simply check the in/out board to find out. Each user can check in or check out of the office and keep everyone updated on their whereabouts.
  35. Force Off! The Force Off feature is for the System Administrator to use for system maintenance, backing up, and other times when no one should be logging into Contact Plus. Each user currently on will get a warning message and alarm that they need to log out of the program. If the user does not log out he will be forced off. New users will not be able to log in to Contact Plus until the System Administrator gives the OK.
  36. Filter Circles. With the new Filter Circles function in Contact Plus Professional you can better analyze the relationships between your contacts and filters in a visual way. Three separate circles are used to graphically represent membership in a filter. Click here to learn more.
  37. While You Were Out Messages! While You Were Gone (WYWG) messages keep track of incoming phone call messages. Automatically tie into the contact database so if a message comes in from a known user you can quickly look up that user and insert their name into the WYWG message without retyping.
  38. Available Add On Modules! Contact Plus Professional can connect with two new add on modules - Email Harvester which will allow you to bring into a Contact Plus Professional database responses from web forms automatically and Smart Merge, the data sychronization tool for using Contact Plus Professional on non-networked (laptop) computers!
  39. Create invoices through a partnership with FF Inventory Pro! Contact Plus Professional and FF Inventory Pro by M&R Technologies allow you to easily create invoices and track payments while retaining a history of the transaction! With the integration of these two powerful products your business will function smoother than ever before and give you more time make more sales!

Requirements:

  • 20 MB HD,
  • 32MB RAM

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