CONTACTfile Pro: to suit the administrative needs of small businesses

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.