EUSOFT Manager 1.05

Main advantages:

• Perfect CRM tool for a small company
• UNICODE support
• Data export to Microsoft Word
• Automatic email import from Microsoft Outlook
• Optimized for speed and size
• Easily extendable
• Intuitive user interface
• Easy Install and Uninstall
• Team work support
• Perfect CRM tool for sales representatives

• PERFECT CRM TOOL FOR A SMALL COMPANY
  Are you a small company looking for an appropriate tool to store complete information about your customers?
  EUSOFT Manager is a perfect tool with many functions which don't require a trained administrator to make it work.
   
• UNICODE SUPPORT
  Use characters from the the international character set. Store your customers exotic name without fear that it will be unreadable later. You are free to use all characters that exist in all possible languages.
   
• EXPORT DATA TO MS WORD
  Simple communication with MS Word. It couldn't be simpler! Using special template technology you can export accounts and other data from EUSOFT Manager to MS Word. This way you can print addresses on labels, envelopes and send mass correspondence to your customers whenever you need.
   
• AUTOMATIC E-MAIL IMPORT FROM MS OUTLOOK
  Do you need to link your incoming and outgoing e-mail directly to your business partner accounts?
  EUSOFT Manager is able to communicate with MS Outlook. Try the Import e-mails from MS Outlook function and you will be pleasantly surprised to find that the import function automatically links emails to the correct customers. Of course you can decide which e-mails are important to you and should be imported.
   
• OPTIMIZED FOR SPEED AND SIZE
  EUSOFT Manager was specially designed for speed and memory size. You can easily run it on your notebook or slower home PC.
   
• INTUITIVE USER INTERFACE AND ERGONOMIC DESIGN
  You will quickly learn how to work with EUSOFT Manager. You can use both your keyboard and mouse to control the EUSOFT Manager functions.
   
• BROAD FUNCTIONALITY
  EUSOFT Manager contains many functions that help you to gain a complete overview about your customers, business partners and about your team.
   
• SIMPLE INSTALL AND UNINSTALL
  EUSOFT Manager was designed not to interfere with your existing installed software. You can use the built-in uninstaller or just delete the directory where the EUSOFT Manager is installed and you have a clean system.
   
• TEAM WORK SUPPORT
  EUSOFT Manager supports parallel work for unlimited number of users (up to 5 users in the FREE version).
  
   
• PERFECT CRM TOOL FOR SALES REPRESENTATIVES
  Are you often on the road and do you need data about your customers and partners on hand ?
  EUSOFT Manager is the perfect tool with only small hardware requirements that runs on your notebook or laptop. EUSOFT Manager will help you:
  • Plan your tasks, meetings and other activities
  • Organize all information about your customers and business partners
  • Manage your business opportunities
  • Follow back communication with your clients and business partners
  • Manage your documents.

Features:

Account manager

allows you to manage important information about your customers and business partners. Particular records (called Accounts) can be dynamically structured into groups according to your demands.

Account manager offers:

• 4 different types of account records
• Grouping accounts into account groups
• Explorer-like interface
• Accounts with pictures
• Linking accounts to other records (documents, tasks, notes, etc.

Note manager

is used to append notes to various records (documents, accounts, etc.). It also includes information about completed actions and activities (meeting with a customer, phone call, correspondence between you and your customers). This way you can see complete communication with your customers. This data can be very useful for your CRM strategy.
Note manager offers:

• Up to 8 different types of notes
• Linking notes to other records
• Note reminder (notice on activity resulting from a note)

Task manager

is used to manage and plan tasks. With the help of the Task manager you can create tasks for you and your subordinates or team-workers. Tasks can be displayed in the diary using user-defined filters.
Task manager offers:

• Simple tasks
• Repeating (recurrent) tasks
• Long-term tasks
• Tasks with different priorities
• Tasks with different phases

Diary

is used to display tasks and activities in the calendar. Diary contains embedded user defined filters. With filters you can select activities you want to see in the calendar (complete / incomplete tasks, note reminders, etc.)
Diary offers:

• Daily overview of your tasks
• Monthly overview of your tasks
• User defined filters
• Overview of your co-workers and suboordinates calendar

File manager

allows you to store and backup documents in one central database. Documents can be linked to other records (e.g. link the Contract.pdf document to business opportunity or customer). File manager allows you to securely store your documents and share them with other users.
File manager offers:

• Store and backup your documents in one central database
• Group documents into directories
• Link documents to other records
• Explorer-like interface

Business opportunity manager

is used to store information about business opportunities and business cases. Business opportunity manager is a perfect tool to manage your customer relationships. Part of this tool is a user-defined product catalogue.
Business opportunity manager offers:

• Manage your business opportunities
• Define your own product catalogue
• Define your business opportunity phases
• Use this tool as valuable datasource for your CRM strategy