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More Information - CRM Template (Advanced)

The CRM Template (Advanced) is a complete CRM system. Most of the other templates sold on this website are subsets of this template.

We have both an evaluation version and a source code version for purchase.

Features of the CRM Template (Advanced)

• Account management
• Contact management
• Activities (notes, email, phone calls, meetings etc...)
• Activity calendar
• Opportunity management
• Invoices and Invoice Payments
• Email correspondence (custom email templates and email tracking)
• Letter correspondence (integrates with Microsoft word for easy mail merge letters)
• Google Maps Integration
• Google Earth Integration
• Reporting and Analysis
• Advanced Quering and Filtering
• Group Management
• Database Backup
• Very configurable

Features added in version 2.0
We added a few nice features in version 2.0 including:

• The ability to save and reuse filters on all list screens
• A feature to import contacts from Outlook
• The ability to make Outlook tasks or appointments directly from activities
• An activity weekly calendar
• We changed the table structures to be 100% compatible with Sharepoint

Features added in version 2.1
We added a few nice features in version 2.1 including:

• The CRM Advanced template will now work with Access 2010 64 bit version
• Improved google mapping of international addresses
• Added a small feature to skip the splash screen on startup

Contact RPT Software if you would like to hear more about the CRM Advanced template or to get a demonstration.