| Daybook CRM - A comprehensive CRM environment
Daybook organiser
Multi-user diary organiser for schedules, tasks and events
Scheduling of non-human resources
Enquiry handling
Manage the entire sales process from initial enquiry to completed sale define your own sale progress sequence
Marketing department
Generate your own direct mail and manage lists
Can be extended to handle fax, email and SMS campaigns
Highly targeted campaigns based on sophisticated user data
Track the success of your marketing campaigns and advertising, and discover which sources and campaigns work best for you.
Word-processor
Letters, mail shots, reports
Exchanges files with Microsoftª Word
Information manager
A sophisticated CRM tool for managing and viewing critical additional information about clients, contacts or diary items
Contact management
Deduplication filters as records are entered
Deduplication utilities for database maintenance
Data list manager
Maintain your own lists of records
Share them with others
Have the system automatically generate rule-based lists for you.
User-definable fields
Add them to any table of records
Selection manager
Move backwards and forwards between selections of records
Diary sequences
Automatically generate follow-on items and reminders from any diary record.
Statistics and reporting
Quick report generator
Custom designed reporting
Integrate data lists and summaries into word-processed documents
Drill down to statistics
Quickstats button to bring up key statistics on any list of records
User definable forms
Replace system-generated forms with your own custom-built ones
Charting
Generate pie charts, bar charts, histograms etc from any selection of records
Data sorting
On-screen buttons give you fast sorting of records
User-definable default sorting
Data mining
A sophisticated search engine and data extraction facilities give excellent and extensive management information and highly targeted data for your customer relationship management
Additional CRM volumes
Mailsort
For economical mailshots using the Post Office's Mailsort
QuickAddress
Automatically generates addresses based on entry of UK postcode.
Requires 3rd party QuickAddress software to operate
Fax Manager
Allows all documents to be faxed straight from the desktop, including mail shots. Requires third party software to operate
Emailer
Send emails or e-mailshots and have them recorded in your diary
Daybook Financials
Sales Order Processing
A comprehensive environment for handling and escalating sales, from initial enquiry to completed orders. Generates the appropriate paperwork at each stage of the process. Integrates with inventory control and purchase order processing to handle ex-stock and back-to-back orders.
Purchase Order Processing
Manages all aspects of purchasing, repeat orders and automatically generated Pos.
Inventory Control
A comprehensive, multilocation, multicompany, multicurrency stock system. Can, if required, write directly to the nominal ledger.
Sales Ledger
Invoices, credit notes, proformas, statements. Accepts automatic invoice generation and posting from front-end modules, including job costing, agency manager, sales orders, and events.
Purchase Ledger
Includes invoices, credit notes, remittances, cheques and automatic payments.
Nominal ledger
Fully featured nominal ledger, including bank reconciliation, recurring journals, secondary transactions, VAT reporting and budgeting. Multiple accounting periods and years can be open at any one time. High level of fault tolerance and robustness. Sophisticated multilevel chart of accounts. Tools for data checking and rectification.
Stock Assemblies
Multi-level assemblies and bills of materials.
Multicurrency
Keep charts of accounts in multiple currencies with reference to base currency.
Multilayer
Set up multilayered accounts for budgets, projections, what-ifs, etc.
Job Costing
Job & Project Costing, Budgeting, Time Recording and Invoicing.
Serial number tracking
Allows tracking of high value or unique items by serial no.
Price matrix
Lets you build complex sales and purchase pricing structures, the creation of special pricing for groups of products and customers. |