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Customer Manager for Workgroup 3.7 by Binary House SoftwareDownload

Editor's rating  
Users' rating   (3 votes) Rate it!
License Shareware / $69.95
Downloads 189
Publisher
File size 29.1 MB
Date added 2-Mar-2015
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Publisher's description
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Editor's review:

Powerful, easy to operate software system for storing and managing customer records, service locations and service history with the additional capability to share data in real time over the network.

Pros: The application is easy to operate software system for storing and managing customer records, service locations and service history. A team can work on this data. They may be distributed over a network as a workgroup This is specially suited for service organizations and manages the schedules very conveniently. Lets you plan working hours, keep track of scheduled appointments and orders. Date navigation is easy as is using the comprehensive set of reminders provided. The date navigator is customizable.

You are able to record a lot of details about a customer; his address, telephone number, comments, email address and soon. The filling in of details is supported by auto search and auto filling if the details ate already in the database. You need not fill in the details every time a work order or invoice is to be filled. For those people, who work in Microsoft Outlook, it`s possible to synch data. This modern and extremely handy program makes management a real pleasure. Amy of the service specialist can create a service profile and run a personal profile. The program enables users to switch between profiles to view the schedule of any staff member, it is also possible to view multiple profiles simultaneously or open the schedules of several specialists at the same time. A view of the business, what income has come in, what is the daily intake for any particular date, can be obtained easily. That is a clear snapshot of the business health on any given day. Print designer includes templates and options to design print outs that suit your needs best. The detailed information is secured and only authorized personnel can access same. If you should need to export data for further processing you could do the same to MS Outlook. XML, HTML, XLS and TXT are the formats on which data can be exported to other applications. Data is protected by a regular backup scheme that saves the data in a secure backup system.

Cons: No particular problem noticed.

Overall a nice application that has meaningful set of features this is good for a 4 star rating.


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