Daybook - Mailsort contact manager marketing QuickAddress email mailshots in Daybook CRM - Daybook Enterprise Mac accounting CRM software - Daybook CRM - comprehensive CRM organiser Multiuser diary organiser schedules tasks nonhuman handling Manage sales process initial enquiry completed sale sale progress department Generate direct mail manage listsCan extended handle fax email SMS targeted campaigns based sophisticated user dataTrack success marketing campaigns advertising discover sources campaigns work best Letters mail shots files Microsoft manager A sophisticated CRM tool managing viewing critical additional information clients contacts diary management filters records utilities database list manager Maintain lists recordsShare them othersHave system automatically generate rulebased lists fields Add them table manager Move backwards forwards between selections sequences generate followon items reminders diary reporting Quick report designed data lists summaries wordprocessed down button bring key statistics list definable forms Replace forms custombuilt Generate pie charts bar charts histograms selection sorting Onscreen buttons give fast sorting default mining A sophisticated engine data extraction facilities give excellent extensive management information targeted data customer relationship CRM For economical mailshots Post Offices generates addresses based entry 3rd party QuickAddress software operateFax Manager Allows documents faxed straight desktop including mail shots Requires third party software Send emails emailshots them recorded Order Processing A comprehensive environment handling escalating sales initial enquiry completed orders Generates appropriate paperwork stage process Integrates inventory control purchase order processing handle exstock backtoback Order Processing Manages aspects purchasing repeat orders automatically generated Control A comprehensive multilocation multicompany multicurrency stock system required write directly nominal Ledger Invoices credit notes proformas statements Accepts automatic invoice generation posting frontend modules including job costing agency manager sales orders Ledger Includes invoices credit notes remittances cheques automatic ledger Fully featured nominal ledger including bank reconciliation recurring journals secondary transactions VAT reporting budgeting Multiple accounting periods years time High level fault tolerance robustness Sophisticated multilevel chart accounts Tools data checking Assemblies Multilevel assemblies bills Keep charts accounts multiple currencies reference base Set multilayered accounts budgets projections whatifs etcJob Costing Job Project Costing Budgeting Recording number tracking Allows tracking high value unique items serial noPrice matrix Lets build complex sales purchase pricing structures creation special pricing groups products customers


Mailsort, contact manager, marketing, QuickAddress, email, mailshots and more in Daybook CRM
Daybook Enterprise 6 - Mac and PC accounting and CRM software


*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 MicrosoftT 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.


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