Account and Contact Management
- Manage an unlimited number of contacts
- Record all customer interaction and history
- Create custom fields to track information unique to your business
- View consolidated activity and history information for each account
- Create and save custom views and workspaces
eCommerce Integration
- Build a Web store that supports online credit card orders
- List over 25 items in an online catalog
- Provides your customers with peace of mind by encrypting all orders with SSL transaction security
- Wizard-driven tools will help you build your Web site every step of the way - no programming, technical, or design skills required
- Automatic search-engine registration will enable the world to find your Web site
- Includes 40 different templates to make it easier to develop a professional-looking Web site
- Manage a pipeline of opportunities from lead to close
- Forecast revenue and cash flow
- Track lead sources for contacts and opportunities
Calendars and Scheduling
- Quickly schedule appointments, activities, and to-do's
- View and print graphical calendars
- Integrate with the calendar in Microsoft Outlook
- Schedule pop-up event/occasion reminders
- Create prioritized task lists
Word Processing, Fax, and E-mail
- Create letters, faxes, memos, e-mail, and other documents with the click of a mouse
- Mail merge contact information using built-in or custom templates for letters, faxes, and e-mail
- Create documents using the built-in Maximizer Word Processor or use Microsoft Word or Corel WordPerfect
- Fax your customers using Microsoft Fax, WinFax PRO, FACSys, or FaxWorks
- Distribute broadcast faxes using built-in links to the Xpedite fax broadcasting service
- Send e-mail messages instantly using any VIM- or MAPI-compliant e-mail client
Marketing
- Store documents, e-mail, and, marketing projects in a marketing library
- Plan and track marketing campaigns
- Profile customers to identify trends and similarities
- Monitor competitive information
Reporting and Analysis
- Create, view, and print pre-formatted and custom reports, including revenue forecasts, sales pipeline analysis, account activity, address books, customer profiles, and more
- Enhance your reports with charts, numerical calculations, and full-color graphics
Database and Administration
- Import data from other contact managers, including ACT!, GoldMine, and Outlook
- Import data from a wide variety of databases, including ASCII, dBase, Access, and more
- Add new user-defined fields and tables at any time
- Schedule reports and maintenance during off-peak times