Crm Client Information


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Elements SBM  v.1.0

Elements SBM is a CRM hybrid web application designed for small to medium-sized enterprises using Mac OS X. While Elements SBM looks and feels like a desktop application, it runs over the web and on the desktop, giving users the best of both worlds. Elements ...

Online Time

Online Time is a web-based client, project and employee time management system. Online Time can be accessed from anywhere - the office, at home or on the road. Your billing will be more accurate, consistent and up-to-date. Perfect for engineers, architects, ...





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Reflexology Office  v.3.0

Spend your time practicing your healing arts & let our products handle the details!

With your needs in mind, this software has been organized so that all client information is accessible from the MAINTAIN CLIENT screen, which is both easy to ...

TaxTools  v.11.091.145

Worksheets print with the client's name and your firm name in a professional quality format. Include them as attachments to the tax return or present to the client with an invoice, which can also be generated by TaxTools. Hundreds of tax forms included ...

Data Loss Prevention  v.5.0.0.1

Your important files, documents, database holding sensitive client information, and research reports could go into the wrong hands if you are not aware as to how they are being used and by whom. Moreover, giving specific users the privilege to access ...

Lodge Tracker

A great application for Masonic lodges to: Track and Manage Members that are: In good
standing, Demitted, Suspended, Expelled, Masons that are currently in work by: EA, FC,
Enter/Edit member info, Get current real time statistical info regarding: ...

System Boost Elite  v.2.9.5.2

It has also done a remarkable job in protecting your privacy by erasing your IE history, recent doc history and client information periodically.
What marks it out is its simplicity and convenience. With easy steps to follow, users can finish the ...

DJ Calendar  v.5.x

Insert [Field Names] into your custom forms to have DJCalendar automatically replace fields with client's actual data when printing or emailing.

SaveExport your custom forms and customer documents to PDF.

Fax your documents to ...

Sentrifugo Opensource HRMS  v.2.1

Manage holiday groups, determine leave management options and define employee configurations; all in one place Performance Appraisal: Fully equipped performance appraisal module helps you to assess your employee's overall performance over a specific period of time and empowers you to define and build your own appraisal process Allows employees to provide self-appraisal ratings and comments and managers to provide employee performance feedback and offer suggestions Employee Self Service: Efficient module designed for productivity enabling employees to access and modify information pertinent to ...

MIDAS  v.4.35

It allows you to maintain comprehensive booking records, Stop double bookings, Manage Staffing & Equipment for bookings, Color-code bookings by "type", Filter & Group similar rooms, Stop rooms exceeding maximum occupancy, Specify "Hours of Operation" for each venue, Set reminders for important bookings, and Accept Booking Requests via your website!

With MIDAS you can easily add repeat bookings, quickly print out a day's bookings, Send Booking Confirmations, and Generate Invoices Automatically! MIDAS features a Searchable Client Database, Daily ...

STEELE Mutual Fund Expert  v.6 7



- Customize client analysis reports and presentations
Combine tables, graphs, your text, and even portfolios on the same page to create powerful, effective presentations, incorporating client information and your firm name and logo by using ...

Privacy Law and HIPAA Compliance  v.1 4

This means no unauthorized people can view private patient or client information.

Message Blaster  v.0.3.0



Using your existing Customer and Client information Message Blaster extracts the key contact fields.

Based on a series of default templates, or your own custom templates the system will enable you to send Bulk SMS or Email messages ...

Creative Project Manager  v.7 5


Among the many features of Creative Project Manager:
- Create Project Schedules, Calendars and Manage Tasks
- Take your contacts and calendar on the road with iCal, AddressBook & Outlook
- Approve Timesheets, Purchases, Invoices, Budgets
- Graphically view your firm's metrics - manage your firm by the numbers
- Review and Approve Artwork Online
- Store and Manage Digital Assets
- Free client and vendor access ...

Creative Manager Pro  v.7 5

It may also be installed locally on the client's own servers. All options include training and support to ensure that clients are up and running quickly.
Among the many features of Creative Manager Pro:
- Create Project Schedules, Calendars and ...

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