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Horizon CRM 2.00.970


Horizon CRM 2.00.970

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Horizon CRM 2.00.970 Ranking & Summary

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User Review: 0 (0 times)
File size: 36.50 MB
Platform: WinNT 4.x,Windows2000,WinXP,Windows2003
License: Commercial
Price: $190
Downloads: 207
Date added: 2009-04-07

Horizon CRM 2.00.970 description

Horizon CRM 2.00.970 is a useful tool which is designed to provide help with management. This program will bring users much convenience and support.

Horizon is a powerful CRM with links to Sage & Quickbooks

Major Features:

  1. 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
  2. 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
  3. 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.
  4. 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.
  5. 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.
  6. 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.
  7. 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
  8. Defect Tracking
    • Record product defects
    • Links defects to project tasks.
    • Configure user fields to track only the information you require.
  9. Project Management
    • Powerful project management
    • List of Gantt chart views
    • Add unlimited project tasks
    • Record time and billing costs
    • Link other workflow issues as tasks
    • Numerous project reports


  • Vista Ready
  • Interface improvements plus other small fixes and updates
  • Updated for Sage 2009, Asset List.

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