CRM: Client Relationship Management

integrated Prospect Management database
manage clients
manage client contacts
manage sales/account manager teams
manage opportunities and threats
manage pipeline
mass mailing with search criteria and audit trail (e-mails sent individually with attaching files on-the-fly)
create contact mailing labels
create and manage financial information
create, classify, share and manage activities and documents
assign and manage tasks and discussions
complete event management (selection criteria, invitations, mailing labels, rsvp management, follow-up)
one database houses all information and simplifies use and replication
easy to use interface
integrates business processes and communications
provides the ability trespond more effectively than e-mail
provides e-mail integration
view information quickly and easily
set and maintain standards
share group calendar
share ideas
share a library of documents
support users worldwide both connected and mobile
provide full client archiving and retrieval capabilities
work anytime/anywhere
work and share information in a secure environment
interface with PDA's
import information from any source
on-the-fly reports exported to Excel spreadsheets or Word documents
integrated support
internationalized (date formats, fx rates, etc.)