Multiple functions integrated in a single product that streamlines office administration tasks, improves customer satisfaction and focuses sales effort. A powerful multi-tool product for any office or business environment.
Click here (pending release) for a demonstration. Included are…
A Document Library
Store important documents in one place. Powerful searching and filtering capability for easy access. Multiple file types are supported. User access is controlled. User access history is recorded. A company wide document storage and retrieval system.
An Office Calendar
Multiple calendars in one. Create calendars for meetings, projects, functions, whatever you need. Personal and group calendars. User access is controlled. Monthly, Weekly and Daily formats for viewing. Export to csv or iCal for import into other software tools An effective, easy to use group of calendars shared by the whole company.
A Customer Information System
Keep in touch with customers, improve customer interactions and increase sales. A history of customer dealings, preferred products, customer size and value, a sales pipeline, contact details, etc. all included. Everything you need to interact efficiently with customers and focus your sales effort to achieve optimum results.
A Communicator
Keep everyone in the loop. Share Documents, Calendar entries, Customer Information, Office Safe items and Daily Planner items. Message threads are included for grouping. Multiple message types and urgency levels are available.
An Office Safe
Keep important information in a single place. Login details, equipment details, serial numbers, insurance information, software licenses, etc. Data access is user controlled.
An Office Notice Board
Post personnel highlights – staff birthdays, births, weddings. Keep staff informed about company functions, general notices, promotions, new staff, leaving staff, etc. Post new clients attained, company achievements, salesperson of the month. Create multiple notice boards to suit the various aspects of your company.
An Incident Tracker
A ticket system to manage both internal and external incidents. Track the history and current status of tickets. Files or images may be added for increased clarity. This is a great way to ensure that incidents are resolved timeously, ensuring clients receive prompt, excellent service.