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CONTACTfile CRM

CONTACTfile Pro

CONTACTfile Pro: to suit the administrative needs of small businesses

CONTACTfile Pro has everything the manager of a small business needs: marketing and sales, quoting, invoicing, and task tracking - as well as all the functionality of a professional CRM contact-management system. It is designed for the director or finance manager of small businesses, and/or for sales marketing and project managers.

     
Project manager screen Lead generation screen Printed list
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CRM Software

CONTACTfile Pro:

  • generates professional quotations and invoices, and reminds you to follow them up.
  • offers the organised way of keeping track of projects by creating an up-to-date, operational To Do list.

Manage Quotes: Issue quotations or work specifications for consideration by your client.  You can:

  • Save your regular prices for products or services within CONTACTfile and use them to quickly price up jobs
  • Keep a record of the enquires made by clients, the work you plan to do for them and the products you plan to sell them
  • Calculate payment plans with a click of a button and add those to quotes
  • Include discounts just as easily

Manage Invoices: Build actual charges made to the client, to commit them to paper, and keep track of when the resulting invoice has been sent and subsequently paid.  You can:

  • Build your invoices from previous quotations, or from scratch, using your saved pricing structure
  • Fully customise your invoices using Microsoft Word automatic mail merge links
  • Record the work you have done by the hour and use this record to build ‘chargeable-hour’ invoices
  • Produce invoices at completion or at an end-of-month basis
  • Use the same module to confirm the current state of play or report necessary changes
  • Create additional invoices for each job when extra charges are incurred
  • Be reminded to follow up invoices as payment becomes due
  • Produce reminder invoices if payment is not forthcoming

Track Sales: Keep track of leads and the actions you take

  • Create your own unique sales system within CONTACTfile, including flexible action stages
  • Estimate the chance of success at each action stage
  • Record the potential value of each proposed contract and automatically calculate the weighted value of contracts at each stage
  • Be reminded when the next action stage is reached
  • See how well your sales activities are doing overall

Track Tasks: Keep track of project completion

  • Create your own unique operational system within CONTACTfile, including flexible task stages for different project types
  • Record progress as you undertake various stages of a project
  • Report your progress to your clients
  • Have the right person reminded to do each stage at the right time, using either the automatic Key Date function or manual input

Lead generator: Construct and keep track of your own marketing campaign

  • Collect together a set of contacts as subjects for your lead-generation project (e.g. a marketing campaign to a specific market)
  • Record a set of actions to take on each member of the group, or on the group as a whole
  • Be reminded of when these actions are due

And, of course, to make sure you are confident with using it, we have made a clear user guide(pdf), online help videos and each purchase comes with 3 months email or phone support.

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Contact File
I am very pleased to be using CONTACTfile. It saves me so much time, and helps me do a really professional job. All it takes is a click to contact members by email or text, to produce a list of those who have not paid their subscription, to produce a full list of members with addresses, telephone numbers etc. [More]
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