MyCompany Toolbox - CRM Features

By: Mycompany Toolbox  09-12-2011

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


Contact Mycompany Toolbox

Email - none provided

Print this page

Other products and services from Mycompany Toolbox

09-12-2011

MyCompany Toolbox - Teamwork Management Tool (TMT

Team Members stay up-to-date with access to all critical notices, view the entire team's directory and have real-time access to all project documentation. An easy-to-use interface provides managers with simplicity and efficiency in managing programs/projects, support cases, and training classes. Teams can consist of company employees, outside participants, a combination of both or only yourself to store important documentation.