This contact and customer relationship manager can be shared on a network for multiple users. The program allows for up-to-date records of companies, contacts, and their associated conversations, requests and mailshots. Record and chart sales data. Time management functionality includes a multi-user appointments diary/calendar and to-do lists, with various configurable reminders. Extensive searching and filtering allows subsets of records for creating email lists, for mailing out using built-in address labels, and exporting the data to Microsoft Excel or for use in other programs.
Up to 30 additional user-defined fields can be created to record further information, which can also be searched and filtered. The program automatically configures to match address and date formats for numerous countries. Version 3.44 has recording and charting of sales data. Theme customization. Daily activity reminder. Ability to mark records as individuals or companies.