Platoo-Contact 1.6.9.1

Platoo-Contact 1.6.9.1 is an handy tool mainly targeted to planning and registration of communication events: with regard 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. It is fast and powerful contact management and CRM software product, that lets you and your company manage all the business contacts and activities you need.

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 compter 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 Features:

1. Platoo-Contact 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.

Enhancements:

• Better Vista / Windows 7 compatibility: native menus and fonts etc.
• Main window supports custom background images.
• Some small bug-fixes.

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:
   • 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
   • 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)