FEATURES AND BENEFITS

Following are the main features and benefits for Contact Your Client Lite:

Main Feature Categories

    • Full-featured CRM. Including 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, including every major feature for sales and customer relationship management.
    • Quick email. Ability to send quick e-mails directly from Contact Your Client Lite.
    • Power Business Builder.  Extras to make your business run smoothly including, knowledge database, label maker, postcard creator, business lead finder, QR code creator, virtual contacts, and virtual desktop manager.
    • Desktop or Virtual–Your Choice. Contact Your Client Lite 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.
    • Opportunity 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 website.
    • Territory 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.
    • Telemarketing. Includes scripts manager, responses, lead finder, and auto-dialer to provide all the necessary tools to handle an internal telemarketing campaign.
    • 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

Built-In Financial Capabilities

    • Debt Reduction Analyzer. Control dates and suggest ideal payments for each debt to reduce debts and pay in a shorter time based on a monthly budget. Very useful for budget management.
    • Budget Center. Analyze unlimited budgets for you and your clients.  Compare all the expense segments against the ideal ratios to determine where correction are needed. Get a Surplus amount that you can use to start reducing your debt every month.
    • Loan Amortization Center. Analyze unlimited loan amortization scenarios Link scenarios to contact to evaluate different scenarios and create creative proposals.

Power Business Builder Tools

    • Powerful De-dupe Capabilities. Field by field comparison and one-click duplicate checker.  Allows you to define multiple combinations and setup one-click, color-coded comparisons to ensure there are no double entries.
    • 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.) 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.