From TBF Data Management:
TBF CRM captures a history of contact details for both existing and prospective customers. The details stored include brief summaries, full descriptions, links to external files, and copies of emails. A To Do List shows all incomplete Activities. This refreshes automatically every five minutes. Users can enter their own values to "categorize" the Company, Contact and Activity details. These values are held in drop-lists to ensure consistency and are used by the built-in Intelligent Search engine. The search facilities are both simple to use and comprehensive in their coverage. The intelligent search embraces AND plus OR relationships, exclusion (NOT) matches, and automatically searches across all data types (Company, Individual or Contact, and Activity details). This Intelligent Search allows for multiple searches that operate on the results of the previous search. In addition, specific searches on any field are also supported. The location of a company can be viewed in Google Maps by double-clicking the Post Code. Telephone Calls can be made through Skype by double-clicking a telephone number. Double-clicking an email address opens the Users preferred email client. Any URL can be opened in a Web Browser - highlight the URL, right-click and select Open URL. Integration with smartphones can be achieved by Synchronizing with Outlook.
What's new in this version: Version 18.21 includes the following updates:
- No charge upgrade to TBF CRM 4D
- Windows 8 compatibility
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All versions:5.0 stars
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"Powerful, fantastic search facility"
Version: TBF CRM 9.26
The search engine is powerful and has been update to provide and/or facilities. It is comprehensive in detail storage and has an easy back up system
Not a thing
I started very early on with this CRM and have watched it blossom. So much more powerful than the one that I was using. I am gaining better insight the more I use it and the on line help is comprehensive and easy to use.
Allan Jenkins. ISIS Security Ltd
"First class CRM - comprehensive features"
Version: TBF CRM 9.26
This is a well thought out CRM with ease of use and functionality at its core. While It is ideal for any small business its wealth of features makes the TBF CRM an excellent candidate for much larger enterprises. Well supported too!
None. As a small business user of this application it meets all my requirements.
Well worth a look - give it a try.
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