CRMHaven

This program is a convenient software for Customer Relationship Management. CRMHaven is a useful tool that was designed to help you store and manage all your business contacts.To understand a CRM we must come to grips with a few a few concepts.

CRMHaven 4.9
Publisher: www.holymackerelsoftware.com License: Shareware
Version: 4.9 Date Added: 14 December, 2012
File Size: 11.7 MB Downloads: 8
Price: Editor Rating:
Systems: Windows

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This program is a convenient software for Customer Relationship Management. CRMHaven is a useful tool that was designed to help you store and manage all your business contacts.To understand a CRM we must come to grips with a few a few concepts. Firstly your contacts are shared (if you have multiple users in your groups) so any changes you make are reflected on their computers. Secondly, you need to get your contacts into CRMHaven somehow.Thirdly, you need to be able to edit your contacts. And finally you need to do something with your contacts! CRMHaven refers to your contacts as Clients, but please note that these Clients can be anybody - friends, family, work contacts, sales contacts, school children, etc.Also, you must note that every client belongs to one and only one Group. Groups details should be agreed upon before entering clients. The final area to understand is Marked clients and Quick Contacts. We Mark Clients before we perform actions on them and we set Clients as Quick Contacts if we need to access them regularly.CRMHaven Features:* Your PC, your LAN or our Cloud* Security webcam only sends to server when image changes* New WhiteBoard screen sharing* Share your desktop presentation with dozens of people, save as JPEGs or movie* SpotFind searching* Drag and Drop importing via Dock* Import, Export & Archive all data* Smart Projects with aliases* Off-site & off-server storage* Unlimited Users, Clients, Documents, Transactions and FTP sites* Online Help* Project Management* Built-in Backup* Quotas and Security* Send Bulk Emails* NetBook friendly* Links with OfficeThe core design of CRMHaven is built around a spreadsheet model since this is the most common alternative people use for keeping contact data. Click the 'Window' menu and choose CRMHaven (or key Command-L for Macintosh, Control-L for Windows & Linux) - this will bring the CRMHaven window to the front.

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File Size: 11.7 MB