VitalCRM Business Contact Manager download

VitalCRM 2.0 is a business contact management system that integrates seamlessly with Microsoft Word and Outlook. Its familiar design, ease of use and use of the existing software infrastructure make it ideal for those who want to keep costs low whilst implementing a CRM system. It allows you to store, search for and retrieve contact information quickly and easily. All communications can be attached to the contact record in the form of notes, appointments, documents, phone calls, forms and files to be accessed at any time. The advanced to-do list and workflow engine allows you to model your own business processes within the system for others to follow. An effective marketing tool, it has a mailing list manager which has no limit to the amount of mailing lists that can be created. These mailing lists can then be used to perform a mail merge to a document template, email or SMS (sms launch date in a couple of months). Fields can be customised to fit your businesses needs and can then be used to find records by performing advanced searches using a combination of these fields. A number of reports are provided to extract contact, statistical or performance monitoring information at the touch of a button. Connecting to the telephone line will allow the VitalCRM system to perform automatic searches on the database to identify the caller id. If the id is found then a window showing the contacts details is shown which all happens before the call is answered. The system will scale to grow with your business; a single user version sits on an access database but can quite easily be migrated onto the MSDE or the full SQLServer database. This has the advantage of making it networkable, allowing other to share and view the information now held in a central repository.