SaleSmartz

SaleSmartz

Quick Specs

  • Version:
    5.0
  • Total Downloads:
    1,298
  • Date Added:
    Aug. 11, 2004
  • Price:
    Free; $199.00 to buy
  • File Size:
    2.86MB
  • Downloads Last Week:
    1
  • Platform:
    Windows

Publisher's Description

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User Reviews
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5 stars

"Still discovering new uses"

June 23, 2005  |  By Core Sales

 |  Version: SaleSmartz 5.0

Summary

This review was originally posted on VersionTracker.com.
We initially ran the Mac version of SaleSmartz and now we have converted the rest of our company to the PC version. Both platforms work seamlessly. It has become the backbone of our sales process with the ability to quote onsite at our customer locations and also to create almost instant quotes over the phone, then email, fax, or mail the quote to the customers.
It brings together all the contact, email, phone and correspondence information so we can all see what's going on with our customers.

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Full Specifications

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What's new in version 5.0
EMail
  • SaleSmartz now has built in display of HTML email content. You can read and forward HTML content emails.
  • Spell checker for emails composed in SaleSmartz.
  • Multiple email accounts and plugins for each account. This allows you to collect mail from multiple sources.
  • Background sending and receiving of emails to allow you to continue working while emails are being processed.
  • Internal SaleSmartz plugin for emails to be sent and received without an external email application.
  • EMail "rules" to perform actions on emails, such as moving to folders or replying etc.
  • Custom eMail folders so you can add as many as you like.
  • private email folders so you can move personal emails to this folder and not other users can see them.
  • Preference to show eMail signature at the beginning of en email reply, or at the end.
Contacts
  • Additional email fields in each address card so you can add as many addresses as you like, for each contact person.
  • Enhanced printing templates for memos, contacts and emails to print with a better layout than the screen printouts.
  • Contact relationships. Now you can link contacts to other contacts and describe the relationships. It will display both child and parent relationships.
Quotes/Invoices
  • Quick search for products. Now you have an extra field in the quote panel to type in a few letters for product names and codes and add them directly.
  • HTML content available for quote and invoice print templates. Now you can print HTML or even send a quote in an email in HTML format.
  • Added a new field for price break discount on print templates.
  • Support for much larger catalog and quotes for almost unlimited page numbers.
  • Price breaks are now available at the price list level, as well as the previous group and product level.
  • Page setup is now available in the print preview window.
General
  • Date based custom variables can now have an option to appear in the calendar. This allows you to set event dates for customers, related to variables.
  • Caller ID for modems that support this feature. This allows many modems to provide caller ID linked into SaleSmartz to show the contact information of a caller before you pick up the phone.
  • Dialing and Find dialogs are now non modal, which means you can do other activities while these windows are open.
  • Phone dialing for modems has been enhanced for OS X users.
  • OS X users can also take advantage of text drag in fields.
General
Publisher EuroSmartz
Publisher web site http://www.eurosmartz.com
Release Date August 11, 2004
Date Added August 11, 2004
Version 5.0
Category
Category Business Software
Subcategory CRM Software
Operating Systems
Operating Systems Windows 98, Windows, Windows NT, Windows XP, Windows 2000, Windows 95
Additional Requirements
  • Windows 95/98/ME/NT/2000/XP
  • Download Information
    File Size 2.86MB
    File Name Not available
    Popularity
    Total Downloads 1,298
    Downloads Last Week 1
    Pricing
    License Model Free
    Limitations Not available
    Price Free

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