|
CRM
Business
Machine
Lite
|
CRM
Telemarketing
Machine
|
CRM
Financial
Machine
|
CRM
Business
Machine
|
|
|
Unlimited Contacts and Prospects
|
X
|
X
|
X
|
X
|
|
Windows-based (not online but secured in your
computer)
|
X
|
X
|
X
|
X
|
|
Integrated Telemarketing System
|
One Script Only
|
Unlimited
Scripts
|
Unlimited
Scripts
|
|
|
Can be placed in the cloud using a Windows
Computer /Server
|
X
|
X
|
X
|
X
|
|
Scalable up to 1000 concurrent users by means of
FileMaker Best-Database-Award software
|
X
|
X
|
X
|
|
|
Ultra-fast software, even in not-so-powerful computers.
|
X
|
X
|
X
|
X
|
|
Multi-Field search system makes finding contacts a
breeze.
|
X
|
X
|
X
|
X
|
|
Unique Multi-Task-Multi-Schedule-One-Click Task
Manager
|
X
|
X
|
X
|
X
|
|
Integrated Reports (print reports, labels and more)
|
X
|
X
|
X
|
|
|
60 One-Click-Contacts Groups
|
X
|
X
|
X
|
X
|
|
Unlimited User-Defined-Groups
|
X
|
X
|
X
|
X
|
|
Memorized Contacts Groups
|
X
|
X
|
X
|
X
|
|
On-The-Fly Contacts Groups
|
X
|
X
|
X
|
X
|
|
Unique To-Do Differential Contacts Group System
|
X
|
X
|
X
|
X
|
|
Group Charts to tally results of Contacts groups
|
X
|
X
|
X
|
X
|
|
Integrated Personal Agenda / Payment Manager with
recurrent system.
|
X
|
X
|
X
|
X
|
|
Integrated Backup System
|
X
|
X
|
X
|
X
|
|
Importing of lists from different formats (CSV, DBF,
Excel, etc)
|
X
|
X
|
X
|
X
|
|
Print Labels in different Avery formats
|
X
|
X
|
X
|
|
|
Exporting of contacts to different formats.
|
X
|
X
|
X
|
X
|
|
Send & Receive of Clients / Leads from CRM Business
Machine, CRM Financial Machine and CRM
Telemarketing Machine
|
X
|
X
|
X
|
X
|
|
Unlimited Searchable User Defined Fields
|
X
|
X
|
X
|
X
|
|
Scan and convert directly to PDFs
|
X
|
X
|
X
|
X
|
|
Snippets Manager for consistent entries in notes &
other fields
|
X
|
X
|
X
|
X
|
|
Phone dialing using a Modem, Skype or SIP protocol
|
X
|
X
|
X
|
X
|
|
Client Valuation System (the real value of all your
clients)
|
X
|
X
|
X
|
X
|
|
Assignment of leads to different agents.
|
X
|
X
|
X
|
X
|
|
Automatic assignment of leads from Internet forms to
different agents / round robin, etc
|
X
|
X
|
||
|
Multi-Use Action Buttons to run a program, open a
website and more.
|
X
|
|||
|
Image Scannable Field
|
X
|
X
|
X
|
X
|
|
Unlimited users in one computer. Assign different
privileges & passwords
|
X
|
X
|
X
|
X
|
|
Integrated Conversions System
|
X
|
|||
|
Check for Contact Duplicates
|
X
|
X
|
X
|
X
|
|
Compare two contacts and merge its data including
tasks with one click (intelligent process)
|
X
|
X
|
X
|
X
|
|
Many contact list views, including selectable fields
views and Multi-Task View.
|
X
|
X
|
X
|
|
|
Integrated On-Track Manager System
|
X
|
|||
|
Private Eye System to find more informationa about
your lead.
|
X
|
X
|
||
|
Virtual Desktop Manager to extend the Windows
Desktop
|
X
|
X
|
X
|
X
|
|
Accounts Receivable
|
X
|
X
|
||
|
Accounts Payable
|
X
|
X
|
||
|
Checks Writting
|
X
|
X
|
||
|
Draft Writing (deposit in your bank without client's
signature)
|
X
|
X
|
||
|
Bank Reconciliation
|
X
|
X
|
||
|
Invoice System (products and services)
|
X
|
X
|
||
|
Products and Inventory
|
X
|
X
|
||
|
Integrated E-Mail System
|
X
|
X
|
||
|
Financial Desktop
|
X
|
X
|
||
|
Charge of Credit Cards
|
X
|
X
|
||
|
Credit Card & Debt Reduction Analyzer
|
X
|
X
|
||
|
Budget Center
|
X
|
X
|
||
|
Amortization Loan Center
|
X
|
X
|
||
|
Integrated Template (letters)Manager
|
X
|
X
|
||
|
Integrated AutoResponder
|
X
|
X
|
||
|
Integrated Parsing (data extraction) System
|
X
|
|||
|
Articles, Blog Manager
|
X
|
|||
|
Advertising Place Manager
|
X
|
|||
|
Affiliate Media Marketplace
|
X
|
|||
|
Unlimited Unilevel Commission Affiliate System
|
X
|
|||
|
Interaction with external Autoresponders
|
X
|
|||
|
Bulk E-Mail Manager
|
X
|
|||
|
Competitor Analyzer
|
X
|
|||
|
Automatic Extraction of Free Leads from 3 places.
|
X
|
|||
|
Keyword Analyzer
|
X
|
|||
|
Marketing Idea Manager
|
X
|
|||
|
Marketing Task Manager
|
X
|
|||
|
Multi-Media Campaign Analyzer
|
X
|
|||
|
Social Media & Form Submitter
|
X
|
|||
|
Integrated Survey System
|
X
|
|||
|
Telemarketing Script Manager
|
X
|
|||
|
Tracking of Marketing Campaigns
|
X
|
|||
|
Twitter Scheduler System
|
X
|
|||
|
Website Prospecting Analyzer
|
X
|
|||
|
Zip Code Manager
|
X
|
|||
|
Agent Task Manager
|
X
|
|||
|
Resources, Events & Projects
|
X
|
|||
|
Employee Time Manager
|
X
|
X
|
X
|
|
|
Consulting Time Manager
|
X
|
X
|
X
|
|
|
Domain Manager
|
X
|
|||
|
Once-Click Webstore Creator
|
X
|
|||
|
Website Uploader & Manager
|
X
|
|||
|
Integrated Conversion Manager
|
X
|
|||
|
F.A.Q. & Trouble Ticket System
|
X
|
|||
|
Image Manager
|
X
|
|||
|
Knowledge Database
|
X
|
|||
|
List Manager
|
X
|
|||
|
My Goals Manager
|
X
|
|||
|
On-Track Manager
|
X
|
|||
|
Password & License Manager
|
X
|
|||
|
Purchase Manager
|
X
|
|||
|
Strategy, Blueprint & Procedures
|
X
|
|||
|
Subscription Manager
|
X
|
|||
|
Virtual File Manager
|
X
|
|||
|
Website Code Manager
|
X
|
|||
|
Website Manager
|
X
|
|||
|
Internet Virtual Contacts
|
X
|
|||
|
Internet Client / Affiliate Portals
|
X
|
|||
|
Agent Metrics System
|
X
|
|||
|
Integrated Instant Messenger
|
X
|