CRM-Express Ultimate

This is a customer relationship management tool.

This CRM tool comes in two versions. One is a web based version and another is based on a internal server of an organization that operates over the corporate network. The Internet version lets you connect all your computers, laptops, smartphones or iPads/tablets over the internet. This lets an organization share contacts, tasks, orders, emails and much more from anywhere in the world. If the organization works over multiple locations within a country or over different countries, this is a convenient arrangement to work with. When parts of your organization work in different countries or provide products and services over 24 hours, this arrangement can help. With increasing use of the mobile devices, employees could work from anywhere. The browser becomes the convenient interface to the program. Employees who are on the road often, particularly the sales and marketing staff could access the relevant data quite easily.

In the offline version all the devices need to be connected through the network to have access to the corporate data when needed. These machines then can share contacts, tasks, orders, emails and much more. Direct mailing campaigns through email will be possible quite easily. If you are concerned about data security, this configuration gives you complete control. Through this configuration you could share data at work, on your laptop on the road and at home. Sharing of documents between distant parts of the company can be handled through Dropbox and SkyDrive. No special server configuration is required for the Desktop and Network option. Any computer on the network can function as a server if need be. This is a very good tool and can be used to support CRM functions for an organization.

CRM-Express Ultimate has a flexible, multiview calendar, a built-in e-mail client, a list of news feeds, and a to-do list. It also has a contact list allowing the user to group contacts into companies etc. The program also includes a full-featured inventory and invoicing client, allowing users to add products and then create quotes, orders, and statements, as well as track payments. A journal feature helps users keep track of phone calls and other events of the day. The Home screen provides links to the program's most frequently used features and At a Glance screen provides an overview of contacts, sales, invoices, payments, and more. The program's built-in Help file is lengthy and well-organized, with plenty of screenshots.
New additions to the program is the ability to manage your online sales. It has built-in parsers for Amazon, EBay, Share-it!, Regnow as well as a few other payment processors. If your payment processor is not on the list then you can use the built-in editor to add it. Sales are parsed directly from emails and customers, invoices and products are automatically created. There is also a web-to-lead option witch allows the user to automatically parse new leads into the database. An auto-reply option allows for auto-replies. A list management option allows for management of email lists and sending mail in bulk.
Furthermore, there is a built-in bar code printing module, a label printing module, a word processor with the option to mail merge.