These are the main six reasons why to consider Contact Your Client as your CRM:

1. Full-featured, CRM–without expensive add-ons. Some of the main CRM features include:

• 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.

• 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

• Customer Support Management. Integrated FAQ, a support ticketing system, and unlimited canned responses for your support team make it easier to effectively manage your customer needs.

2. Marketing

. Unlike other popular CRMs, Contact Your Client Lite includes marketing capabilities:

• Quick E-mails. You can send e-mails directly from Contact Your Client Like

3. Built-In financials 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.

• 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.

• Budget Center. Evaluate budgets and how they deviate from ideal ratios.

• Loan Amortization Center.  Calculate unlimited scenarios of all type of loans.

4. Unique Power Business Builder Tools.  Includes many features that are incredibly valuable to a small business, but are not even available anywhere as a stand-alone application.

• Powerful De-dupe Capabilities. Field by field comparison and one-click duplicate checker.  Allows you to define multiple combinations and set up 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.

• 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.

• Virtual Desktop Manager. Manage unlimited icons representing programs, documents, etc. Powerful searching. It is like a Windows Desktop enhancement that you’ve been waiting for.

5. Price Performance Leader. Contact Your Client is much less than the combined applications it replaces.  When you add the cost for accounting, mass email, and marketing automation programs alone–you are about 1/3rd the cost of other popular options–plus, no double entry.  Benefits include:

• Flexible payment options. Available as a license (with an available purchase option) or monthly access–whatever option works best for you.

• No Add-Ons Required. Contact Your Client is a complete Business Management Suites for SMB–you are not charged for separate add-ons (like several popular CRM “engines”).

• No support fees for basic needs.

• Try it for free. You have a full 30 days to take it for a test run–no cost, no obligation–you have nothing to lose. Plus, there are numerous video tutorials that help you to understand most of the features.

All of this with a “no-menu” interface to speed access to basic or power features.

Click HERE to view the detailed Features & Benefits