



| Do you receive payments? |
CRM Business Machine has an integrated Accounts Receivable System including recurrent receivables. |
| Do you charge credit cards? | CRM Business Machine can charge credit cards with the following gateways Authorize.net, Dow Commerce, Network Merchants, LinkPoint and Global Gateway. |
| Do you receive checks by Phone / Fax.? | CRM Business Machine can print check drafs including the MIRC plus it can ACH using Vanco Services. |
| Do you make Invoices? | CRM Business Machine has a full-fledge Invoice System including product and service invoices. Charge of Credit Cards from Invoices and recurrent Invoices. |
| Do you sell products? | CRM Business Machine has a products section including inventory, catalog creation and the ability to create and upload a full web store with integrated PayPal payment with one click. (view example here) |
| Do you do payroll or pay suppliers? | CRM Business Machine has an Accounts Payable System including recurrent payables and the ability to create checks directly from receivables. |
| Do you have one or more Bank accounts? | CRM Business Machine has an integrated Bank System for unlimited banks or CC accounts including recurrent transactions and an exclusive reconciliation area that tells in words why the program doesn't match with the bank statement. |
| Do you call their prospects? | CRM Business Machine has a full-fledge Telemarketing System including merging of fields for easy reading and graph data analysis of calls disposal. |
| Do you do any type of marketing? | CRM Business Machine has a Tracking of Marketing Campaigns area that can analyze clicks from unlimited websites and track off-line marketing campaigns as well. |
| Do you have competitors? | CRM Business Machine has a Competitors Analyzer area that will hold unlimited competitors and display the performance of any online competitor. |
| Do you have one or more domains? | CRM Business Machine has a Domain Manager System to control unlimited domain, expiration dates, passwords, uses, URLs et cetera. |
| Do you modify themselves their websites? | CRM Business Machine has a Web Builder to manage unlimited websites, download and upload pages to websites and edit web pages. |
| Do you send / receive e-mails? | CRM Business Machine has an integrated e-mail client to send / receive emails including rules manager and many unique features like editing of received emails, color change of subject, groups, links to contacts and specially the ability to select, with one click, all e-mails sent, received and link from one or many contacts even when the contact has many e-mail addresses. |
| Do you create letters? | CRM Business Machine has an integrated Templates Manager that can hold unlimited letters / e-mails /contracts under unlimited categories and can merge the contacts and company fields in those templates at time of printing, e-mailing, faxing, SMS and even send them to DocuSign for an electronic signing of documents. |
| Do you fill-in forms by hand? | CRM Business Machine has an ingenious system where it can scan forms and then merge fields on top of them or type directly into the form and then print them all together or just the text on top of a pre-printed form (i.e. Western Union form, etc) |
| Do you follow up with their prospects (leads) and customers? | CRM Business Machine has a unique Task Manager where is possible to have an unlimited pre-set groups of tasks with relative dates and enter them with one click. So, it is possible to have a strategy for a a lead that comprises several tasks like sending emails, phone follow up, sending contract at different dates and enter all of them with one click. |
| Do you send series of Newsletters or similar series of e-mails? | CRM Business Machine has an integrated Autoresponder with a special feature that allows assignment of Autoresponders on behalf of any agent so fields will merge based on the agent assigned. In addition to that, CRM Business Machine interacts with GetResponse and also with AutoResponse Plus to subscribe and unsubscribe leads directly from CRM Business Machine. |
| Do you have affiliates? | CRM Business Machine can manage an unlimited level of affiliates. It can trigger commissions automatically from paid invoices and add them to Accounts Payable so all checks payments can be created with one click. |
| Do you buy leads? | CRM Business Machine can import thousand of leads from the most popular formats format with ease. Most importantly, it can get leads for Free from two popular services and import them directly into the program. |
| Do you have agents (employees, affiliates, salespeople, etc) out of the office? | CRM Business Machine and its unique Virtual Contacts System that can post to their own website clients/leads that the main office wants to convey to specific agents outside the office. Then, this data can be viewed using any Internet device like iPhones, Blackberries, Laptops, anything. (View Example Here ). Tasks assigned to agents can be read and updated, dial phone numbers by clicking on phone numbers and more. Then, the data can be retrieved back by CRM Business Machine, including agents updates. |
| Do you use Surveys to better understand their customers needs? | CRM Business Machine has an integrated Survey Creator System that uploads to clients websites directly from the program. Then, it retrieves the responses and analyzes them numerically and graphically. (View Example Here ) |
| Do you like to control their appointments? | CRM Business Machine has an Agent Personal Agenda (in addition to the previously mentioned Tasks Manager). The Personal Agenda maintains isolated personal issues like medical appointments, meetings, et cetera. |
| Do you assign tasks to employees that they have to do at certain intervals? | CRM Business Machine provides a unique Agent Task Manager System. This area is in addition to the Personal Agenda and the Tasks Manager since it is designed for the agents (employees) to do tasks at certain intervals. For example some employees might need to check that all necessary supplies are available every day, oil certain machinery every week, etc. |
| Do you help their customers? | CRM Business Machine has an integrated F.A.Q. and Trouble Ticket System. With the F.A.Q. canned answers can be used to respond live or by e-mail to customers questions while the Trouble Ticket System can be used to respond and maintain online the Questions and Answers from customers all controlled from CRM Business Machine. |
| Do you buy products and services? | CRM Business Machine has a generic Follow Up System designed to track any purchase or service supposed to be received or rendered at a certain date. This way you won't forget for example that important items purchased and never received. |
| Do you control employees or consulting time? | CRM Business Machine has an integrated Time Manager that can control the time employees expend inside the program, but most importantly, it can control consulting time for customers, produce reports et cetera. |
| Do you communicate service progress status or any kind or status to their customers? | CRM Business Machine can upload to your clients website a Customer Portal where customers can view a progress status of anything plus the customer can send Notes, Attachments and Refer other customers back to the office. (View Example Here ) |
| Do you maintain company policies, procedures and instructions for their employees? | CRM Business Machine has an integrated Knowledge Database that can hold unlimited topics under unlimited categories and also can upload selected topics online for others to view (View Example Here ) |
| Do you perform some markteting tasks at regular intervals? | CRM Business Machine has Marketing Task Manager to control recurrent marketing activities like reviewing Google Adwords, renewing a magazine ad, etc. |
| Do you perform some advance online keyword advertising (like PPC)? | CRM Business Machine has an integrated Keyword Analyzer that can act isolated or in conjunction with Google Adwords to manage all advertising keword needs. |
| Do you manage passwords of any kind? | CRM Business Machine has an a Password Manager to find and control all those user names and passwords with ease. The access to this area is controlled under the Administrator. |
| Do you advertise online and/or off-line? | CRM Business Machine has an Advertising Place Manager to consolidate, control, manage strategies, reminder of use, etc. |
| Do you manage images used in many places (websites, magazines, etc)? | CRM Business Machine has an Image Manager to maintain an unlimited number of images under unlimited categories. Import and automatically update folder containing images, view image catalogs and much more. |
| Do you quantify any aspect of their business? | CRM Business Machine has an Agents Metric Analyzer to quantify and analyze any aspect of their businesses. The Agents Metric Analyzer does this by agent (employees) of by groups. |
| Do you anaylize their business financial situation? | CRM Business Machine has a Financial Desktop that shows at a glance all Bank Accounts Balances, Aging Receivables and Forecasting, Aging Payables and Forecasting, Aging Invoices and Forecasting plus Product Sold by Rage of Dates, etc. |
| Do you file any type of information? | CRM Business Machine has a Virtual Cabinet. Practically anything and everything that can be filed in a regular cabinet can be filed inside the Virtual Cabinet and its unlimited folder per category thanks to its ability to scan and import all kind of documents and the ability to show them with one click. The dream of a paperless office. |
| Do you maintain several segments of the same list (groups, different lead lists, active / inactive clients, etc.) | CRM Business Machine has almost too many ways to control groups. First, it has sixty One-Click-Groups. Also it has a Memorized Group System that handles unlimited groups , and has an unlimited One-Click-User-Defined-Groups. On top of that, it has four agent-independent On-The-Fly Groups and To-Do Groups. |
| Do you search for their customers frequently? | CRM Business Machine has a unique find system that goes far and beyond your regular searching system (which also has). From one field many fields are cross-reference-searched for the fastest most useful and versatile find system ever. |
| Do you have lots of clients and leads? | CRM Business Machine can handle 500,000+ leads with ease even with a less than powerful computer with no noticeable degradation in speed. |
| Do you find useful information on other websites? | CRM Business Machine has an Interesting Websites Manager. This area controls unlimited URLs with many ways to find the desire website which can be launched directly from the program. |
| What else? | Believe it or not, much more... Online Calendars controlled from CRM Business Machine, a Project Manager with Gantt Charts, Advertising Scripts Manager, et cetera. |
| Are your clients familiar with the Filemaker language? | CRM Business Machine is developed on FileMaker, a multi-award database programming language with performance comparable to Oracle so they will be pleased either way. |



