My-CRM 2.51.54

My-CRM 2.51.54 offers an effective tool which helps you contact management,a fully integrated calendar,opportunities,quotations,invoicing with receivables and a project/helpdesk module. Manage your contacts with ms word integration for sending letters, appointments and emailing A project module that includes tracking of time, materials and expenses that can be added to an invoice A fully integrated calendar system that will link events to contacts, opportunities and projects You can enter details of possible future business in the opportunity screen then convert them to quotation and onto Invoice. Email your quotations and invoices to your customers in PDF format Enter payments and track how much your customers owe with the Age debtors screen. Synchronise your data with Outlook Send your data to Excel Send HTML formatted emails to individuals or groups via Outlook or SMTP Works with most currencies

Major Features:

1. New layout with easier navigation     
2. Mail Merge module with links to MS Word  
3. User Defined filters  
4. Report module with a number of reports and labels  
5. Keep track of your customers and what they owe  
6. Track potential sales by recording your opportunities  
7. Quotations  
8. Invoice and Credit Notes
9. Purchase Orders    
   
10. Full integrated diary that links events to contacts, projects and opportunities  
    
11. A project module that not only tracks projects but can be used to track issues  
12. Time and Billing  
    
13. Send and record letters you send to your customers   
    
14. Record payments and track debt with the age debtors screen  
15. Email your Quotations and Invoices in PDF format at the click of a button  
16. Built in Backup and Restore procedures  
17. Send your data to Excel and synchronise your contacts, email and calendar with Outlook
    
18. Regularly checks the internet to ensure you are running the latest version

Enhancements: Small fixes and updates including fix to the order of printing Invoice Items and problems with invoice email templates.

Requirements: 10mb, 256 ram running at min 1024x768 screen resolution

WareSeeker Editor