Horizon CRM 1.70.485
Horizon CRM 1.70.485 Ranking & Summary
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File size: 32.4 Mb
Date added: 2009-03-16
Publisher: Visionbase Software Ltd
Horizon CRM 1.70.485 description
Horizon CRM 1.70.485 offers you a great and professional CRM with links to Sage & Quickbooks. this tool can also provide you may rich features.
- Contact Management
- Familiar MS Outlook interface
- Manage an unlimited number of contacts
- Access a complete history of customer activity, including emails, phone calls, scheduled activity and linked documents
- Access current and past opportunities, quotations, Sales orders, Purchase orders, Invoices
- Track customer assets such as hardware and software, whether this is PC's, air conditioning units, photo copiers, alarms or just about any other asset you with to track.
- Powerful Searching to get customer information quickly
- Advanced filtering
- Configure automated processes to send follow up emails, letters or SMS texts
- Appointment and Task Scheduling
- View your upcoming appointments and tasks at a glance
- Choose daily,5 day week, 7 day week, monthly, yearly or planner views
- Share your calendar with other uses
- Configure reminder alarms
- Send your diary to Outlook
- Campaign Management
- Track the effectiveness of your campaigns from opportunity to sale.
- Send professional mail shots, email & SMS marketing
- Track the effectiveness of events and shows
- Link opportunities, quotations, sales orders and invoices to view figures by campaign.
- Record campaign budgets and costs.
- Sales Opportunity Management
- Track all your potential sales
- Track all details including contact, products to be sold, competitors and probability of close.
- Use dashboards and reports to view potential sales
- Configure automated processes to send emails, letters and SMS text messages
- Quotation, Sales Orders and Invoicing
- Convert opportunities to quotations then to sales orders and invoices.
- Email quotations, sales orders and invoices in PDF Format.
- Built in product database
- Configure customer discounts and mark-ups.
- Use pre-configured invoice layouts or design your own.
- Helpdesk with Knowledge Base
- Track customer support issues
- Optionally link to customer asset or product database item
- Records time and billing costs
- Attach documents and emails.
- Service agreement links will warn when a issue is to be closed.
- Optionally track record changes with an audit trail function.
- Update customers and users by email.
- On-Line Knowledge Base
- Give your customers self help with an on-line knowledge base
- Build your knowledge vase from current support issues
- Upload to the website in a few clicks
- Tree or search view for quick results
- Defect Tracking
- Record product defects
- Links defects to project tasks.
- Configure user fields to track only the information you require
- Project Management
- Powerful project management
- List of Gantt chart views
- Add unlimited project task
- Record time and billing costs
- Link other workflow issues as tasks
- Numerous project reports
- Vista Ready,
- Interface improvements plus other small fixes and updates. .
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