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Elements CRM for Mac

By Ntractive Free to try

Developer's Description

Elements CRM is a Customer Relationship Management (CRM) solution for Mac business and enterprise. This Mac application is all about taking charge of your business, managing the relationships with both current and potential customers.

Elements CRM's powerful feature-set includes: administrative management, sales, calendar, time, notes, projects, products, finance, documents, images, integration with desktop applications and more. Elements CRM will grow your mac business.

Full Specifications

What's new in version 3.0

  • Sales - New Invoice look & feel with customizable colors.
  • Sales - Default Memo available for Invoices and other forms.
  • Sales - Added new "Filter" feature to Sales Accounts.
  • Sales - Added new workflow to menu tabs.
  • Sales - Added URL link to companies in the "Profile Box".
  • Sales - Added links to all the social networks to jump to URL.
  • Sales - New "Contact" tab for "Individuals".
  • Sales - New "Business" tab for "Individuals".
  • Sales - New "Personal" tab for "Individuals".
  • Sales - New "Social" tab for "Individuals".
  • Sales - New "Social" tab for "Company".
  • Sales - Added New Social Media fields(Example: Gowalla ).
  • Sales - Added New Field "Toll-Free Phone Number".
  • Sales - Added New Fields "Email1 and Email2".
  • Sales - Added New Field "Stock Ticker" links to Yahoo Finance.
  • Sales - Added New Functionality when "Individual" profile is selected.
  • Sales - Added New Functionality when "Company" profile is selected.
  • Sales - New button to see how many users are in a company.
  • Sales - You can now add +1 in the phone fields for international customers.
  • Sales - Added new Payment term: x Days after End of Month.
  • Sales - Added First and Last Name fields for company credit cards.
  • Sales - Added additional permissions to User level access (reassign ownership).
  • Custom Category - Added Year selection for custom date categories.
  • Products - Additional options available for Services.
  • Products - Added product list report.
  • Finance - Quickbooks integration enhancement - Added revenue sub-accounts.
  • Finance - Accountedge integration enhancement - Supports additional fields.
  • Finance - Accountedge integration enhancement - Support multi-user versions.
  • Finance - Accountedge integration enhancement - Support Aus/NZ versions.
  • Contacts - Added New Social Media fields(Example: Gowalla ).
  • Contacts - Added new workflow to menu tabs.
  • Contacts - Added links to all the social networks to jump to URL.
  • Mail Elements - Supported additional formats of email display.
  • Home - Twitter Integration now uses SuperTweet's OAuth.
  • Marketing - Twitter Integration now uses SuperTweet's OAuth.
  • Login - Pressing the "return" key on the keyboard to login works again.
  • Developer - Fixed a bunch of issues.
  • Global - 10x speed overall.
  • Global - 100x speed enhancements for users with >5000 records.
  • Global - Added a ton of new countries we support.
  • Global - Added ability to add HTML code in your Company Name field.
  • Global - Changed the "Sales", "Projects" and "Developer" toolbar icons.
  • Global - Removed HTML based Help. All help is now in the manual.
  • Global - Added hundreds of little enhancements in system.
  • Global - Fixed a ton of bugs in system.
  • -Global- Major interface update to entire system.

General

Date Added February 1, 2011
Version 3.0

Operating Systems

Additional Requirements None

Popularity

Total Downloads 3,853
Downloads Last Week 0
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