Multiple divisions and subdivisions per parent company. No limit
to organizational nesting.
Ability to gather key financial information tailored to customers,
vendors, and financial institutions.
Gathers all communications in one place, including your incoming
and outgoing emails, faxes, and letters
Flexible scheduled activity types include To-Dos, Meetings, Phone
Calls, as well as some specialized types:
Product Demos allow you to associate a vendor and
product with an appointment.
Trade Shows allow you to associate trade show
organizations, venues, and track trade show costs.
Conferences enable you to schedule meetings that
include multiple clients.
Ability to convert incoming Emails to appointments.
Ability to annotate correspondence (both incoming and outgoing)
VIC's Library stores all manner of persistent information,
such as document templates and boilerplate text, worksheets,
company newsletters, sales bulletins, or corporate intelligence,
Contract Manager allows you to track any sort of contract
information, including warranties and service contracts. The
notification feature reminds you before contracts are due
for renewal
Multiple calendar views of your meetings, appointments and to-dos.
One-day, two-day, one-week, two-week, and montly calendars are
included.
Automatically associates incoming emails with organizations and
contacts you have on file.
Does not require any modification of your existing Lotus Notes
templates.
Includes Product and Service catalogs.
Letter writer.
Fax writer.
Any scanned, sampled, or electronically received information can
be attached to an account.
Full-text search capabilities, including "fuzzy"
searches which can retrieve mis-spelled words. Searching can even
find text in attachments.
Optional reporting and data mining attachments are available.