| Feature | SCM | CMM | CRM |
| Share a database of contacts with your colleagues on your local area network or over the internet using VPN, Terminal Services, Groove, Sharepoint, Cytrix, GoToMyPC etc. |  | | |
| Twenty user definable pick lists to categorise your contacts (you choose what they are called and what options each contains) | | | |
| One click start an email to a contact in your email package | | | |
| One click start a letter/email in Microsoft Word based on your favourite template with contact address details inserted automatically | | | |
| Produce a filtered list of contacts (filter on any field) choosing which fields to include in the list | | | |
| One click print the list as a list or as address labels or envelopes | | | |
| One click export the list to Excel or Word for extra processing | | | |
| Basic merge your list to an email or Word letter | | | |
| Link any number of external documents or web pages to each contact record. Any sort of file can be linked; documents, drawings, photos, spreadsheets, anything that Windows knows how to open. One click link/unlink/view the associated document | | | |
| Write a Letter wizard; Create a library of standard letter texts and use them to quickly print formatted MS Word documents or send emails to respond to enquiries quickly and efficiently. | | | |
| Easily import your contact details from Outlook or Excel | | | |
| Bulk email merge; send an email to all or just some of your contacts using powerful rule based merges. |
| | |
| Bulk letter merges; print a letter to all or a just some of your contacts. Merge to MS Word templates for printing formatted letters including graphics (examples included) |
| | |
| Intelligent merges; during a merge, send an email to those contacts that have an email address and print a letter to those that don’t, all at the same time |
| | |
| Optionally add a note to all merged contacts to indicate that they were included in a particular merge |
| | |
| Mail Merge Campaigns; create and run a mail merge to all or some of your contacts, automatically add actions to the merged contacts for follow up by a user and a due date, record feedback and result, analyse results and comments for a campaign. |
|
| |
| Record actions against contacts; actions you have taken or that need to be taken. Assign them to yourself or another user for action by a due date |
|
| |
| Link those actions to external document files such as quotations, letters, drawings, pictures etc. One click link/unlink/view the associated document |
|
| |
| Actions alert; every time a user opens the database a check is carried out to see if any actions are due/overdue today and, if there are, an alert is issued |
|
| |
| Review, print out, complete or re-assign actions to another date or another user |
|
| |
| Automatically link letters created with the Write a Letter wizard to actions so they can be followed up. |
|
| |
| Quotations wizard; quickly and efficiently issue a quote or price bid in to a MS Word document for printing or emailing including automated texts and phrases using your designed templates |
|
| |
| Create a library of products and prices for use in the quotations editor |
|
| |
| Associate quoted products with external product information Word documents so they can be inserted in to the finished quote automatically |
|
| |
