Contact Your Client Professional –  Features & Benefits

Main Features – Customer Relationship Management

Following are the main features and benefits for Contact Your Client Professional, the best Contact Relationship Management software:

    • Full-featured Customer Relationship Management. Including multi-task manager, template manager with merging capabilities, business lead finder, telemarketing system, opportunity analyzer, import-export, document linking, contract renewal, campaign, social and territory management. Plus, dashboards, sales forecasting, calculated fields, powerful dedupe, unlimited groups, group calendaring, referral commission system, and more–including every major feature for sales and customer relationship management.
    • Advanced email. No need for an external mass email application. Contact Your Client – Customer Relationship Management includes a rule manager with Boolean logic, read confirmation tracking, automated workflows, and can be used as a standalone client or interact with Outlook.
    • Marketing Studio™ Automation. Customer Relationship Management SMS Manager (text & voice), lead routing, scoring, auto e-mail response with mime automatic conversion, drip campaigns, web form import, workflows, Round Robin lead dissemination –to automate your business and marketing processes (without requiring expensive add-ons).
    • Built-in Financial capabilities. Full invoice system, inventory, account receivables, account payables, financial desktop, the ability to charge credit cards and process ACH checks, write checks and drafts, bank reconciliation, debt reduction analyzer, budgeting and more. Optionally, Multimedia Campaign Analyzer to know ROI on Magazine, Radio &  TV Campaigns. Your Customer Relationship Management has it all.
    • Power Business Builder.  Dozens of extras in your Customer Relationship Management to make your business run smoothly including, password & license manager, label maker, postcard creator, business lead finder, product catalog and inventory manager, QR code creator, virtual contacts, web URL manager, and virtual desktop manager.
  • Desktop or Virtual–Your Choice. Your Customer Relationship Management Professional runs on the desktop, or you can run it remotely with the VPS (virtual private server in-the-cloud) option. You get an extremely fast response and increased security–versus an older and slower browser web-based system.


Sales Force Automation

    • Contact & Account Management. Allows you to quickly find contacts or accounts, schedule call-backs (with reminders), and record all history–nothing slips through the cracks. A full Customer Relationship Management software.
    • Opportunity Management. Integrated with your Customer Relationship Management, helps you to qualify and capture the potential deal size, time-frame and manage the sales pipeline to ensure proper follow-up to close the deal.
    • Template Manager. Includes a built-in word processor with unlimited conditional fields that can be merged into group emails, printed, faxed or uploaded as pages to your online server.
    • Territory Management. In your Customer Relationship Management, customers or prospects can be assigned to sales reps by product, type or markets to align with regions or expertise. Can also include automatic round-robin lead distribution with exclusive access privilege by rep, manager or admin.  Makes it easy for an entire team to work off a shared database while maintaining exclusive access.
    • Sales Forecasting & Pipeline Reports. Know at a glance, inside your Customer Relationship Management, the status of your company from the Financial Desktop that is fed from Invoices, Receivables, Payables, Bank balances, and Products sales. Don’t waste time pulling reports and deciphering charts.
    • Partner & Affiliate Management. Your Customer Relationship Management includes a commission system, one-click online portal content creation, marketing material uploads for affiliates, unlimited domain interactions, and an affiliate lead finder. Makes it easy to create and manage your own affiliate program.
    • Telemarketing. Includes scripts manager, responses, lead finder, and auto-dialer to provide all the necessary tools to handle an internal telemarketing campaign all inside your Customer Relationship Management.
    • Document Management. Link and save unlimited documents within the program.  PDF, Word, Excel and other major document types are supported. Saves time jumping from program to program and helps you keep your documents connected to your accounts.
    • Group Calendars. View the calendar of tasks for an individual or multiple users or groups and control scheduling conflicts.


E-mail and Marketing Automation

    • Unlimited Mass Email System. You can add unlimited e-mail accounts (send & receive) to your Customer Relationship Management and run unlimited manual or automated e-mail campaigns. You do not need to subscribe to a mass email service to prospect or stay in touch with your contacts. Customer Relationship Management - Mass E-mail
    • IP Protection System. You can send your emails from your computer or to another remote domain before it goes to the recipient, protecting your computer IP from hackers, blacklisting, and suppression.
    • Integrated Auto-Responder.  Assign automatic responses to e-mails, tasks, or workflow triggers. Makes it easy to set up automatic responses to be more responsive to customer needs and for marketing drip campaigns inside your Customer Relationship Management.
    • Rule Manager. Identifies conditions and trigger a set of actions within the program: from a simple reply to sophisticated auto-responders, workflows, round-robin assignments, parsing the e-mail and automatically creating contact records.
    • Workflow Management. Your Customer Relationship Management can trigger tasks, task groups, e-mail, auto-responders, SMS text and computerized or recorded voice messages, enter notes, run files, open URLs, change contact status, and link or clear other workflows.  A unique report that lets you visualize all conditions for easy maintenance and shows which contacts are included for each step of the workflow. Helps you maintain complete control of your automated sales and marketing efforts.


Built-In Accounting – Customer Relationship Management

    • Integrated Invoice System. Your Customer Relationship Management features full- invoice system for services and product invoices with integrated product inventory and catalog creation. Includes a billing system to send and receive payments from anywhere. This allows you to accept partial payments, credit cards and ACH checks and e-mail, fax or print invoices.

      Customer Relationship Management - Accounting

    • Inventory Management. Unlimited product inventory, catalog and web store creator, also your Customer Relationship Management can manage supplier side information.
    • Account Receivables. Your Customer Relationship Management includes payment plan manager, invoicing from receivables, recurring receivables, automatic commission triggering, triggered workflow on declined and approved charges, and credit card, ACH checks and draft check charging.
    • Accounts Payable. Recurring payables, same client payable check consolidation. Your Customer Relationship Management interacts automatically with account receivables to reveal charge-backs and refunded receivables.
    • Debt Reduction Analyzer. Control payment dates and suggests ideal payments for each debt to reduce debts and pay in a shorter time based on an optimized monthly budget. Very useful for budget management and all inside your Customer Relationship Management.
    • Financial Desktop. Shows the status of the company based on forecast and aging receivables, payables, invoices, products sold, and bank balances with charts and numbers.


Power Business Builder Tools

    • Powerful De-dupe Capabilities. Your Customer Relationship Management features field by field comparison and one-click duplicate checker.  Allows you to define multiple combinations and setup automatically one-click, color-coded comparisons to ensure there are no double entries.
    • Password and License Manager. Manage unlimited passwords and license data inside your Customer Relationship Management, create passwords, and open login URLs in one place.
    • Virtual Contacts. Your private contact groups can be posted to the cloud with a single click to enable remote access when out of the office. You or your agents can update the remote data and it can be easily synced with the main program later.
    • Time Manager. Control time spent by agents on the program and control and assign consultation time with an hourly rate and easily export the results to the invoice system to bill clients.
    • Instant Messenger System. Like a private messaging system for your local agents (on your network) and to send / receive messages from other remote parties (outside your network.) Your Customer Relationship Management includes snippets for ease entries, shortcuts and powerful find.
    • Task Groups. Add multiple tasks to leads, agents or company departments with ease. QR Code Generator. Generate your own QR Codes which can be copied to your mobile or sent to clients, agents, and prospects.