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Daybook 7
Customer information management
Daybook - Integrated Business Solutions

Daybook CRM is ideal for any organisation that needs to maximise income from clients and prospects. Boasting unusual features and highly customisable, it is well suited to manage the sophisticated procedures that you normally need for effective CRM.

It has a powerful contact manager, in which you can move quickly between the main contact information, and quotes, sales, enquiries and any other related data, at the click of a mouse. Call-backs are handled with a single click and you can quickly move across the entire database to find information.

It lets you work on multiple tasks and move quickly between them. If you are the sort of person who works on several tasks at once, then this is the software for you!

The systems's Data List Manager is the computerised equivalent of the 'back of an envelope' list - except that the system can also generate lists for you, if you specify the rules. You switch between your lists of records at the click of a mouse.

Finally Daybook's Information Manager is a highly sophisticated keyword system, which powers your CRM using rules that you define.


The company information screen

This screen shot shows the main company information at the top of the screen and the tabbed area containing related information at the bottom. This arrangement lets you navigate very quickly throughout your CRM database. The tabs at the top of the screen navigate to more specialised company information - details of its financial position with your company, for instance.


 

Email: info@daybook.co.uk 
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