Platoo-Contact 1.6.9.0

Platoo-Contact 1.6.9.0 is professionally designed as a contact management and CRM software product which lets you and your company manage all the business contacts and activities you need. Platoo-Contact will grow with your company - you can add new users according to the growth of your business and the software can track and analyze your communications with many thousands of business partners in its database. Various search and sorting capabilities, combined with custom classificators, give you ability to design and produce a lot of different reports you need to make right decisions. Extra module for making surveys.

TAPI support lets you make phone calls and detect incoming calls Caller ID. MAPI support for sending e-mail(s) directly from Platoo-Contact. Real client-server architecture assures speed, power and reliability. User interface languages: English, Estonian, Finnish, French, German. Minimal hardware requirements. Practically service-free. LITE-version available: free for max 2 users.

The program is mainly targeted to planning and registration of communication events: with reagrd to each communication event, the other side thereof will be saved - the customer, date and time of the event, event type such as telephone, visit, etc. Time planned, event conducting agent, customer’s contact person(s), etc. In addition to a simple event, events targeted to many customers at the same time have been considered as well, such as offering made to a selected group for instance - mass offering. regular use of the program by many users within computer network is available. An administrator will be appointed for the program and the database who shall be entitled to add users for the program from among the existing agents who may be the company’s employees for instance. The agent who uses the program is a user for the program. The users are the persons who have been provided with an access to the program under user’s password and password, and permitted procedures have been determined by the user’s level.

For instance, the program users may be sale agents and in addition thereto also the administrator and the sale manager having more rights than regular users.
The users work with customers who are the company’s customers but who can also be suppliers or other similar persons the company communicates with. Own customers may be specified for each agent and several agents may deal with the same customer as well. The communicators of the customers are the customer’s contact persons, one customer may have more than one of those.

Different reports may be created with regard to both planned events and event history. Tools for keeping of information on essential products related to the customer attached to customer data, creation a list of documents related to the customer as well as differing grouping availabilities of the customers have been developed as additional options.

Major Benefits:

1. Create a list of potential customers and their contact persons, and to amend this continously,
2. indicate any information related to the customer to customer data, such as principle competitors for instance
3. Plan events or contacts with customers
4. See the events planned with the customer
5. See the customer’s event history
6. Analyze events and data related thereto
7. Conduct inquiries among selected customers (potential customers)
8. Analyze inquiry results and other similar information
9. Fix products and their sale stage, etc.
10. Provides the sale persons with an oportunity to overview their work and
11. Provides the sale manager with an oprtunity to overview the sale persons’ work.

Major Features:

1. Platoo-Contact will grow with your company - you can add new users according to the growth of your business and the software can track and analyze your communications with many thousands of business partners in it's database.
2. Various search and sorting capabilities, combined with custom classificators, give you ability to design and produce a lot of different reports you need to make right decisions.
3. Extra module for making surveys.
4. TAPI support lets you make phone calls directly from Platoo-Contact and detect Caller ID for incoming calls.
5. MAPI support for sending e-mail(s) directly from Platoo-Contact.
6. Real client-server architecture assures speed, power and reliability.
7. Minimal hardware requirements.
8. Practically service-free.
9. Runs on Windows 95, 98, ME, NT, 2000, XP.
10. User interface languages: English, Finnish, French, German, Estonian.
11. Free LITE-version available.

Enhancements:

• Client: new field SkypeID.
• County: new fields Code and DialingCode.
• Product: new field Partner.
• Potential clients: new field SkypeID, new functions Make Call, Send E-mail.
• Vista: maximizing child windows with maximized mainform doesn't work correctly.
• Telephony: System Tray icon is now always visible.

Requirements:

1. Operation system:
   MS-Windows 95/98/98SE/Me/NT4/2000/2003/XP/Vista/Windows7.
   Note: Windows XP SP2 / Vista firewall configuring may required
   
2. Software requirements:
   
   • IMPORTANT! Platoo-Contact uses Firebird SQL Server as a database backend. If your system already has Firebird SQL Server or compatible (Borland (Codegear) Interbase SQL Server) installed, you should use this. Installing included Firebird SQL Server over existing Firebird / Interbase installation may cause problems.
   • In case of older MS-Windows (especially Windows 95) Common Controls Library comctl32.dll version 4.72 or newer (comes with MS Internet Explorer (IE) 4.01 or later), see also Microsoft knowledge base article - 186176.
   • In case of Windows 95, Windows Socket 2 Update is required, available from Microsoft's website.
   • MAPI compatible e-mail (communication) software for sending e-mail,
   • TAPI compatible software for making calls.
3. Hardware:
   
   • Processor may be at least Pentium 100 MHz or faster,
   • Operative memory (RAM) not less than 16 MB,
   • Screen resolution suggested as 800x600 points or more,
   • Free space in hard disc at least 30 MB (need for free space on hard disc depends on location of database as well - either the database is in terminal computer or elsewhere (in server)).
    WareSeeker Editor