Link your events to contact records automatically by simply double clicking the mouse.

Automatically store searchable events and notes for every contact.

Display calls, meetings, to-do, quotations, forecast, opportunity and project items associated with all your contacts in the Account History tab.

Capture and prioritize your calls, meetings, and to-do items and then filter for your convenience.

View the account history which includes calls, meetings, to-do items, e-mail, sales collateral, quotations, forecast entries, visit reports, opportunities and sales projects for every account.

Manage your pipeline by adopting the first principles of sales forecasting and quickly articulate what's needed to happen next for sales closure.

Display calls, meetings, to-do, quotations, forecast, opportunity and project items associated with all your contacts in the Account History tab. .

Create fully customizable reports that are capable of tunnelling into all your data and delivering compelling reports.

Attach letters, proposals, in fact almost any document to your contacts with just the click of the mouse.

Manage your price list information from technical contact information to Internet/Intranet links.

With integrated links to the Price List module create quotations automatically and reduce the time needed and the number of errors.

Account Manager is fully scaleable. All the modules come together to build a complete sales methodology that is centred on identifying the compelling event within the sales cycle, and what needs to happen by when.

Modules
   
ACCOUNT HISTORY E-NEWS PROJECTS
ACTIONS FORECASTING QUOTATIONS
CONTACT DATABASE MAIL MERGE REPORT WRITER
DIARY OPPORTUNITIES SALES HISTORY
DOCUMENTS PRICE LIST SALES MEETING
SALES PLAN SMALL PROJECTS VISIT REPORTS