CRM-Express Professional 2009.1

CRM-Express Professional 2009.1 is the latest in CRM software (Customer Relationship Management) designed to monitor your marketing, customers, sales and orders.

SMS abilities, Email Client, Calendar, Address Book, My work day, News Feeds, Meeting Planner, Company Library, Form Designer, Journal. CRM-Express is now fully re-entrant, multi-user and network enabled.

It allows for any number of users connecting simultaneously to an address book, calendar or creating quotes, orders or invoices.

Major Features:

1. Task Management. CRM-Express features a comprehensive task management systems. Tasks are available in all editions of CRM-Express, however they are more limited in the Standard and eSales editions because only 1 user is allowed.
   • Any number of tasks can be created
   • Tasks can be assigned to any of the created CRM-Express users.
   • Tasks can be passed on from one user to the next as one user finishes his/her part of the task.
   • As soon as a task is passed on from one user to the next, it is automatically displayed in the next user's task window as well ad in all
2. Fast Contact Management. Manage all information related to contacts like faxes, invoices, orders, contracts, etc. Files can be stored in various formats like eml, pdf, avi, jpg, doc, xls, etc.
3. Order Management
   • CRM-Express follows the Sales process
   • Quotes  --> Orders --> --> Invoices
   • These events are treated as a Sales state or Sales Status and the user can transform to the next event without needing to re-enter the information in the document.
4. Meeting Management. Plan meetings with scheduler, reminders and calendar support
5. Time Management. Time management with "my work day" display, calendar,notebook, etc.
6. Integrated Operation. All communication for a contact can now be stored together in an integrated communication environment. See all the Emails, Faxes, Memos, SMS messages, etc., sent or received from a specific contact with a few clicks.
7. Support Multiple Methods to keep in touch with your Contacts. You can use CRM-Express's Email Client, the Fax Manager* or the SMS Manager# to send or receive Email, Faxes and SMS messages. You can use templates with mail merge with these integrated tools to send multiple messages to a group of contacts.
   • To use the Fax Manager, you need a fax modem
   • To use the SMS Manager, you need to sign up with Clickatell
8. Call Manager. Make calls with dial-up and call-timing
9. Email Client. Fast, Multi-threaded Html Email Send and Receive with Templates and Mail-Merge.
10. Fax Manager. Send and Receive Faxes
11. SMS Manager. You can send and receive SMS messages with CRM-Express using Templates with Mail-Merge capability. The current CRM-Express version works with clickatell service provider which covers more than 500 networks globally.  You can sign up and get 10 free credits.
12. Automation. CRM-Express was designed to automate repetitive work. To achieve this, the program:
    • Is integrated - it uses a relational database to store information of contacts
    • Uses templates
    • Uses mail-merge to send custom messages in Email, Faxes and SMS communication
13. Mailing List Manager. Automate Subscription Sign-Ups, Mass Mail with Mail-Merge, etc.
14. Html Editor. Design email, newsletters, forms, templates, etc.
15. Templates
16. Drag & Drop
17. Import. Import from Outlook Express, Outlook, Act, CSV, XML, V-Cards, etc.
18. Export. Information from the Database can easily be exported in different formats like XML, Html, Word, Excel, PDF, V-Cards, etc.
19. Parse messages to database: email parser and auto-responder.
    • It is a tool you can use to parse and extract data from form-based emails to integrate with your business data and send auto-responses. If you receive orders, invoices, support enquiries, web site feedback forms or any of form based data by email - you will find Email2DB an invaluable tool. Email2DB can read and process emails from POP3, IMAP and Exchange Servers - plus directly from Microsoft Outlook 2003 folders. You can also use Email2DB as a mail server and send emails directly to it for processing.
    • Automating Email Processing. Use Email2DB to parse data from any form based emails, such as web site feedback forms, e-commerce providers, eBay orders, PayPal, Amazon Marketplace confirmations etc... Use the data to update your database, print a report then send a customized email confirmation! Parse email messages to database
    • Email2DB will do just more than update your databases. You can print custom reports, update Outlook contacts, save attachments to specific folders, send auto-responses, control Windows processes, run scripts & macros - all from received emails
    • CRM-Express has an sophisticated parsing system to parse incoming messages to its database.
20. Day Planner
21. Speed
22. Backup
23. Reports & Printing. Create Sales performance and management reports quickly and easily
    • Flexible reporting that enables managers to easily see how your business is doing
       
24. Personalized Tech Support. Get answers to all your questions via personalized email for 1 year
    •  Some outstanding features 
    • • Address Book
      • • View and edit all communications with a contact immediately including emails sent and received
        • Changes made to a contact is immediately available to all users on the network
        • All changes made via synchronization is immediately available on the network
        • Any number of custom fields can be added
        • Auto-dial from any contact number
        • Communicate via Email, Fax and SMS. Store communicated messages by contact for easy retrieval. 
    • Email
    • • Synchronize email with computers not always connected to the network
      • Advanced set of rules allow you to
      • Parse email messages to CSV files
      • Auto-add new contacts to email lists
      • Auto-remove contacts from email lists
      • Auto-reply with templates
      • Auto-create new contacts from email messages
      • Share email - email changes are immediately available to all users
      • Manage email lists

Enhancements: Miscellaneous fixes and enhancements

Requirements:

1. Processor speed  Pentium II, 350 MHz (minimum); Pentium 4, 1.2 GHz (recommended) 
2. Available RAM 256 MB (minimum); 1 GB (recommended) 
3. Available hard disk space 50 MB (minimum), an additional 50 MB required for program installation 
4. Operating system Microsoft Windows 2000, XP, or 2003 
5. Minimum video resolution 1024 x 768 or higher-resolution video adapter and monitor 
6. Internet browser control Microsoft Internet Explorer 4 or later
7. Additional requirements Internet connection and e-mail account
8. E-mail system No additional e-mail system is required. CRM-Express has an integrated multi-threaded e-mail client
9. Database No additional database is required.  CRM-Express uses Microsoft Foxbase as its database

WareSeeker Editor