Download the free BETA of the new v3.0 of my Access-based CRM System with Integrated Executive Diary Management:
- Easily manage Clients, Contacts, Client Visits, and Internal Meetings
- Quickly create detailed Visit and Meeting Reports
- Built-in Visit scheduling
- Automated email distribution
- Comprehensive reporting
- Contact Interests tracking
- Event and Marketing Campaign management
- Modern Windows Vista-themed GUI
- Visits Alerts and overdue visit monitoring
- Client address information
- More comprehensive reporting options
Used by senior executives at Munich Re Australia, Samsung Fire & Marine, and UBS.
New in Version 3.0:
- Ad-hoc client calls management
- Advertising tracking for client campaigns
