CBMS Features
Virtual Management System for Selling Operations

Contacts Management System stores: Accounts, Customer, Supplier and Prospect Databases

Call Management System, Quotes Management System, Products Management System
Invoicing + Sales Ledger, Purchase Ledger, Sales and Purchase Accounting with Summary
Sales and Purchase Ledgers automatically updated by Sales / Quote Conversion and Purchases
Analysis of Sales and Purchases by Type with Graph
Call Manager logs all enquiries and builds up your Prospect List (future customers!)
Instant Letter Writing with direct link to MS Word
Powerful search engines to find contacts for proactive marketing
Mailshots to selected contacts using link to MS Word
Each contact can be profiled with as many attributes as you wish to track
Dynamic Historic Transaction display of Quotes, Sales, Purchases, Calls etc.
Powerful Sales Analysis with graph to determine source of business
Statistical Analysis of activity for each user with Graphs
Vat / TaxReturns made easy with automatic tracking of tax with every entry
Quick Lookup Lists of Products, Prices, Counties, Calendar, Years etc.
Contact Profiler with Profile Query Engine lets you quickly find those clients that have expressed an interest in your range of products or services
Private Diary helps you keep your finger on the pulse
Implements "Open Data" views throughout the system. Contacts, Suppliers, Products, Calls, are all displayed within lists while offering you the widest possible view of your data
A service is available to import data into CBMS from existing compatible sources
A service is available to modify CBMS to meet your specific / special requirements
Windows 95, 98, NT, W2000, XP, Multi-user compliant
 
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