Information Index

Select your area of interest:
- CRM Template (Advanced)
- CRM Template (Basic)
- Marketing Template
- Mapping Template
- Calendar Template
- CRM (Basic) + Calendar Template
- Rental Template
- Network/Multi User Information

More Information - Marketing Template

The Marketing Template demonstrates how to do send customized letters and email to your contacts. The letter capability intergrates with Microsoft Word to allow you to create letters for one or multiple contacts easily while merging data fields into the letter. The email capability is similar except you build email templates (txt or HTML) and then easily send customized emails to your contacts. The email capability integrates with Microsoft Outlook for previewing and sending emails.

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

Features of the Marketing Template

• Contact management
• Activities (notes, email, phone calls, meetings etc...)
• Email correspondence (custom email templates and email tracking)
• Letter correspondence (integrates with Microsoft word for easy mail merge letters)
• Basic Reporting
• Basic Quering and Filtering
• Database Backup
• Very configurable