Icon of program: TBF CRM 4D

TBF CRM 4D for Windows

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Used TBF CRM 4D for Windows?

Editors’ Review

Download.com staff
TBF CRM efficiently manages customer contact history and activities. Its intelligent search and integration features streamline user workflows, enhancing data accessibility and communication.

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TBF CRM 4D 0/1

  • Pros

    • Comprehensive contact detail capture including emails and file links.
    • Automated To Do List refreshes every five minutes.
    • Customizable categorization with consistent drop-list values.
    • Advanced Intelligent Search with AND, OR, and NOT operators.
    • Direct integration with Google Maps, Skype, and email clients.

  • Cons

    • Smartphone integration requires Outlook synchronization.
    • URL opening requires manual highlight and right-click.
Icon of program: TBF CRM 4D

TBF CRM 4D for Windows

Download now

Used TBF CRM 4D for Windows?

Explore More

Full Specifications

GENERAL
Release
Latest update
Version
4.03.35.001
OPERATING SYSTEMS
Platform
Windows
Operating System
  • Windows 10
  • Windows 8
  • Windows 7
Additional Requirements
Microsoft Access 2013 Runtime
POPULARITY
Total Downloads
4,777
Downloads Last Week
13
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Program available in other languages

Last Updated

User Reviews

5/5

2 User Votes

Developer’s Description

By TBF Data Management
Manage contact details for existing and prospective customers.
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. For optimum legibility, users can also set the size of text to suit their personal requirements.
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