MyCompany Toolbox - CRM Features
| Contact Management Tool? Overview |
|Contacts || |
- NEW! Copy and Paste contacts for rapid entry
- Assign contacts to accounts
- Advanced search and filtering capabilities
- View contact details with a complete history of notes, appointments, and opportunities
- Categorize your contacts
- Add Notes, appointments and/or opportunities with each contact. Details below.
|Opportunities || |
- Track opportunities and sales potentials with contacts
- Assign potential values to your opportunities. i.e. From "We know the opportunity exists - 5%" to "Contract completed - 100%"
- Download opportunities into Excel to generate reports
- Create and manage territories
- Manage the entire sales effort
|Appointments || |
- Calendar with day, week, month and year views
- Schedule Critical Reminders/Appointments
- Export/Download appointments into address book (vCalendar format)
- Download all upcoming appointments into Excel
- Schedule appointments for others. Useful for Administrative Assistants.
|Tasks || |
- Assign tasks for yourself, or for others in your company
- Categorize and prioritize all tasks
- Generate reports using the advanced search
- Record a complete history of each task
|Notes || |
- Keep a complete history of each contact using the notes feature.
- Search past notes. All notes are time stamped.
- Format your notes with the HTML Editor
| New Contract Management || |
- System designed for legal dept. administrators, project managers, accounting and finance.
- Track expiration dates, start and end dates, signature dates, reminders
- Upload/download documents
| New Asset Management || |
- Keep track of all assets in company
- Purchase, value, insurance, warranty info
- Check in/check out feature
- Service history
Contact Mycompany Toolbox
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