CustomerBase is a Customer Relation Manager (CRM) system

CustomerBase

CustomerBase is a Customer Relation Manager (CRM) system build for
the small and medium sized company that need a solution that helps them
organize there customer information with one complete solution that also give
the ability to insert informations about contacts. The demo is the full program
with all parts visible - all output pages are added "Demo" and you can only add 10 new customers.
Read more about how we can customize the solution for your company

CRM is short for Customer Relationship Management. It can be seen as a personal information manager (PIM) but the idea is to make one system where all information about a customer is collected at one location in the company.
Everyone can find the information of any customer easy and make sure that if that you have access to all these information even when a staff member or colleague is on holiday, ill or is leaving the company, you will have all the information - and in a form you can easily use and get to.
This makes it so much easier to hold on to the customer - and as your sales department properly already have told you - it is easier to make a sell to a customer then to find a new one.

CRM can be build in many different ways and hold different kind of information's.
CustomerBase gives you the ability to save information of the customer, all contacts within the company of the customer, follow the history of communication with these contacts, add orders, add the agreement of the order, make reports for each day or overall reports and by these get the overview of the work on a case - and that is just to tell you about the basic abilities CustomerBase give you.
Using the program will give you the edge in front of your competitor and give your customer a feeling that you really do care and are interested in them.

Send some flowers when a contact have birthday or why not send two tickets to a show on a contacts wedding day.
Or you can follow up on you last phone call and referrer to the conversation you had then - that will surely impress your customer and the distance to the next order is shorten very much.

CustomerBase can even do more then just that.
With a click with the mouse you are ready to send the contact a mail or make a phone call. Add the date of your next planned contact - it will show up on the Contact Today list.
We have even added a complete product database where you can enter each product you have to make CustomerBase a great tool for looking up information about your products as a help when your customer ask for the information.

CustomerBase is made easy for the user and we have collected the most used functions within the system. It can be build to match any company size but the standard edition and the normal customized system are in a size that suits the small and medium sized companies the best. We do not include accounting, invoices (you can do this from within CustomerBase but only in a small direct way) and back office abilities in this standard and normal customized solution. A customized solution can be made to match your needs - normally this is done after you have tried our standard edition so you are sure what to expect and ask for - no revolution but simply safety with our solutions. You properly need an easy to use application that can grow with the company or can be expanded in the acceleration of you choice - not something you want us to decide. CustomerBase offer you just this. You are very welcome to contact us for further information.

CustomerBase is made easy for the user and we have collected the most used functions within the system. It can be build to match any company size but the standard edition and the normal customized system are in a size that suits the small and medium sized companies the best.
We do not include accounting, invoices (you can do this from within CustomerBase but only in a small direct way) and back office abilities in this standard and normal customized solution.
A customized solution can be made to match your needs - normally this is done after you have tried our standard edition so you are sure what to expect and ask for - no revolution but simply safety with our solutions.
You properly need an easy to use application that can grow with the company or can be expanded in the acceleration of you choice - not something you want us to decide.
CustomerBase offer you just this.

You are very welcome to contact us for further information.

Why use CustomerBase

You could ask you self: Why use a CRM program - I have only a small business and I can remember all my contacts by looking in my calendar or mail program.
Then we will ask you: How many customers do you have ? Did you remember to your best customers birthday last time ? Can you recall what you talked about the last time you spoke with the customer on the phone ? Or did you remember to ask about the new business idea you came up with, 2 weeks ago ?

We do not believe in luck and we do not build our business on the ability to remember important information we get from our customers.

CustemerBase if for use on:
Windows ME
Windows 2000
Windows 2003
Windows XP

We do believe in building strong relationships by remember what we are told and what we lean doing business with our customers.
CustomerBase offer you just that - and so much more.

In a simple and easy to use system you can store all the information you have and get about your customers. A few click with the mouse and you can enter a note about your last conversation. One more click and you can write a letter responding to the talk you just had.
Or when you open the program in the morning you can see which of your customers that have birthday to day - more important you can also see wish of your customers that you need to ask for the last payment from as the bill is over due.

All this and much more is build in the program to make sure you get the best possible relationship with your customer
- as we say: you need to know.

Insert data for customers, contacts, order and much more

» Customers name
» Address, phone, fax, www
» Contact information: phone, fax, e-mail, birthday, notes and more
» Orders from the customers
» Logo of the customer
» General comments
» List of all customers
» Easy search within the program
... and much more

» Name of the order (order number)
» Type of job
» Product database included
» Contracts
» The amount, type and price
» Any special discount
» VAT setting for each customer
» Show if the order is paid or not

And in the program you will find

» Complete system for CRM
» Product database
» Contact database
» Note database
» Correspondence database
» Employees database
» Direct mail to contacts
» Direct phone call
» Open customers web page
» Help
» Import of data
» Export of information for mailings
» Installer
» Uninstaller

» Today's birthday
» Invoices that are due for payment
» Contact today list
» Search in all data
» Easy navigation
» Personalize the program
» Print report

» Customer card
» Customer list
» Invoice
» Order list
» Product list
» Report list
» Staff list

» All reports can be a result of your own search

FAQ

FAQCustomerBase offers many functions and maybe you have a specific problem or questions you would like to know about.
This page offer you answer for some of those things you can exsperiance when working with our program. If you do not find the help you need on this page please send us a mail explaining your problem and we will return with help.

How do I change the sort order?
On both list pages you can sort the list by clicking the small icon beside the list name at the top of the list, or you can make a custom sort by selecting CTRL+S and select the fields you want to sort..

Some of my records have disappeared. Are the data lost?
They are probably just hidden (omitted).
If you have the Status Area open : Look at the left side of the screen where the book is in the grey area.
If the Status Area is hidden you can make it visible by going to the Customizing pages and change the status of the Status Area.
Without changing the program layout you can just hit CTRL+J to show all records.
On all list pages you can also click the "Find All" or "Show All" to see them.

Can I use keyboard command when working with Movie Catalogue?
Yes you can.
Open the help menu to find a complete set of commands you can use.

The program is locked. I cannot add any new customers or change in the data I already have inserted.
You must be working with a demo. Register the program..

The update function do not import all my records from the old version.
Open the old version and click CTRL+J to find all records - you need to do this on all pages.
Close the program.
Go to the location where you have installed the old program and copy all the files ending with .USR.
Go to the location of the new program and enter the OLD folder that was made when you installed the program.
Add the USR files to this location.
Open the new CustomerBase and go to the Update page (Customizing » Update) and first empty the database.
The click Convert Files » when finished click "Import Data" » when finished all your old data should be imported correctly.
Please read the guidline carefully to make sure to do the import correctly.

Order

Additional Information: CustomerBase
Platform : Windows XP/2000/2003/Me/NT	$58.00
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