Showing posts with label CRM Software. Show all posts
Showing posts with label CRM Software. Show all posts

Sunday, November 4, 2012

CRM-Express Free Edition v.2012.8.6

CRM-Express Free Edition is a free high quality CRM program. CRM-Express can be used to manage your contacts and customers. Furthermore, the latest version now allows you to do email marketing. The program has a built-in email client. This means that you can send out newsletters, program updates, etc. to a list consisting of a section of your contacts. You can use up to 5 lists in the Free Edition. Unsubscribes and bounced emails can be managed by using the emails received. The email manager also allows you to send out email to a single person or a group.

The program also has an address book, task manager, notes and email campaign manager. The address book allows you to manage contacts. All correspondence with a contact like notes, tasks, emails are connected to the contact. If you look-up a contact all this information is immediately available. The Free version never expires.

What's new in this version: Email campaigns has been add. You can now...
  • Import contacts from ASCII files
  • Create mailing lists from sub-sections of your contacts
  • Send customized emails to the contacts in the list
  • Handle unsubscribe and bounced emails
  • There is no limit on the number of emails you can send as you use your own email account
CRM-Express Free v.2012.8.6

Upgrading from an older version of CRM-Express Installation steps

It's strongly advise to make a backup of the current installation by using Windows Explorer. The current installation is usually under C:\Program Files\CRM-Express
  • Run Add/Remove program from Control Panel and remove CRM-Express
  • Using Windows Explorer, check that the directory and all the files in it are removed under C:\Program Files\CRM-Express
  • Install the new CRM-Express program from the setup.exe
  • Run CRM-Express and click on OK to upgrade your database.
Note: CRM-Express Professional stores the address books by default in the My Documents\CRM-Express\AddrBooks folder.
When removing the program with Control Panel in (2) above the installation program does not delete these address books which allows the new version to upgrade it.

Rollback to an older version

Follow the following steps
  • Run Add/Remove program from Control Panel and remove CRM-Express
  • Change the version number in the file CRM-Express.ini to a version before the one you want to install
  • Install the older version
  • Start CRM-Express and click on OK when asked if you want to upgrade

Download CRM-Express Free Edition v.2012.8.6
Operating system: Windows 2000/XP/2003/Vista/Server 2008/7/8
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Thursday, November 1, 2012

Universal Client Sales Manager Free

Universal Client Sales Manager Free is a free single user version for the home and small business, providing a simple, integrated sales and client management system. Create sales and service orders using your parts / service lists, then auto-generate estimates, invoices or point-of-sales transactions. Maintain client records. Organize your valuable time with the scheduler. Upgrade to Universal Client Sales Manager Pro to receive payments and track account receivables, monitor employee sales performance, trend product sales and print all reports. Record and track client complaints and resolutions. Generate sales, financial and performance reports. Import existing client and part / services information databases. Export reports into Microsoft Excel spreadsheets and Adobe PDF file format. Upgrade to the Lite version to enable reports including estimates, receipts, parts, employee, and supplier listings, communication log, and various sales performance reports. Also allow for import of client and part data. A multi-user edition that allows a common database to be shared between users is also available.

Simple button clicks make Universal Client Sales Manager a friendly alternative to cumbersome sales and accounting applications. The program supports international currencies, international address formatting, and international dates.

What's new in this version:
Version 2.1 adds filtering of sales reports by location, search of invoices by client, invoice #, PO, sale ID, location or employee, addition and modification of the states list to include regions or provinces, and enhanced international address formatting options that allow the use of the states drop-down list and zip-code fields for international addresses.

Operating System:
- Microsoft® Windows XP with Service Pack 2 or greater
- Microsoft® Windows Vista
- Microsoft® Windows 7

Software Requirements:
- Microsoft® Access 2007, either full office installation or run-time
- Microsoft® Access 2007 run-time is distributed with application

Download Universal Client Sales Manager Free
Create and track clients/sales/estimates and schedule appointments.
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Wednesday, October 31, 2012

SugarCRM - a complete CRM system for businesses of all sizes

SugarCRM is a complete CRM system for businesses of all sizes. CRM helps your business gain and retain customers. Core CRM functionality includes sales automation, marketing campaigns, support cases, email, calendaring and more. Developers can easily extend the application with new CRM functionality unique to your business. Built in PHP, supports MySQL and SQL Server.

Sugar is an affordable and easy to use customer relationship management (CRM) platform, designed to help your business communicate with prospects, share sales information, close deals and keep customers happy. Thousands of successful companies use Sugar every day to manage sales, marketing and support.

As an open source, web-based CRM solution, Sugar is easy to customize and adapt to your changing needs. Ideal for small and medium-sized companies, large enterprises and government organizations, Sugar can run in the cloud or on-site.

Download SugarCRM 6.5

What's new in Sugar 6.5
  • With the new Sugar 6.5 release, we are taking a bold step forward in delivering a fantastic user experience. Features include:
  • Brand New UI: our brand new user interface makes finding and accessing your customer information easier than ever.
  • More Powerful Search: Find the information you need faster with full text search.
  • Better Calendar: Built in drag and drop scheduling and recurring meeting and iCal standard support allows for easy integration with other calendars you use today.
SugarCRM - a complete CRM system for businesses of all sizes
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