List of TK8 Business CRM main features:
- Easy to use and fast interface. Find the data you need in seconds.
- Powerful data sorting, grouping and filtering available
- Unique quick info views to see the related information about the contact of selected record.
- Easy data entering. Use date selection edit boxes, combo boxes to select earlier used values instead of typing, etc.
- Contact list and well organized contact detail form to store any kind of information related to your customers, vendors and other contacts
- List unlimited sub contacts (like salesmans) for each contact
- Select unlimited attachments for each of your contact if you like
- Insert unlimited number of additional information records for each contact.
- Holiday reminding system for contacts and sub-contacts.
- Powerful event detail form to record your tasks, meetings, phone calls, incoming and outgoing letters and other activities.
- Graphical event scheduling available in the day view mode and in the period timeline mode.
- Event schedules by different data groups (for example schedule by employees, event types or products).
- Alarms and reminders, including sending reminders to e-mails
- Select attachments to your activities
- Send e-mails on template, based on the activity data
- Archive for older activities
- History log to track any changes to the activity record
Sales and purchases module:
- Sales opportunity tracking and management together with history log.
- Track sales and purchases
- Write invoices. Customize the look of your invoices. Print them or send by email.
- Send personalized emails or letters to any kind of contact groups
- Newsletter subscription list management . Receive emails to automatically subscribe or unsubscribe readers. Send e-mails to your subscribers from the group mailing module
- Track your marketing campaign information for later analysis of what changes the campaign caused.
- Flexible statistics module allows you to analyze all the data - contacts, sales, activities, opportunities, etc.
- Watch trends in numbers, pie or bar graph.
- Statistics grouping and filtering available. For example total sales of selected department grouped by the customer service levels.
Advanced features available also:
- Data import available in cases you would like to import for example accounting data for detailed analysis. You can import data to any module.
- Data exporting available (export your data to XLS, HTML and XLM formats)
- File Printing supported (you can print any report to Acrobat Reader PDF, Word, Excel, HTML, JPG, etc.)
- User rights management module available
- Customizable field names
- Multi language support
Many additional smaller features available:
- Auto dial phone numbers
- Hyperlink (clickable) web site addresses and e-mails
- Help file and printable manual available