Customer Manager for Workgroup

Powerful, easy to operate software system for storing and managing customer records, service locations and service history with the additional capability to share data in real time over the network.

Pros: This database program is for storing and managing customer data, particularly for service related data, service locations and history data. Users can share data over the company network who are in the same workgroup. This sharing is done in real time too. The application is a schedule management tool that is useful for organizations in the services sector as well as individuals working in the services. It`ll store the information about clients, such as their address, telephone, email and comments. An auto fill-in features helps fast data entry when the customer data has already been entered into the database. An automatic search backs up this facility. Use the customer data to schedule his service request properly taking care of any special preference the customer may have. You are able to plan working hours, keep track of appointments and orders. A calendar and a set of reminders lets you plan all your day’s activities without any mix-up.

It is easy to keep track of the business aspects too. You can review payments received, daily income whenever you need to. The application will give you up to the minute cash status. You can synchronize data with MS Outlook easily. If need be there are asset of options for export of data available to users. XML, HTML, XLS and TXT are other export options available. Printed reports are customizable and available via a print designer. Profiles can be defined for group members and their schedules reviewed. The manager can open and view the profiles and /or schedules of several members at the same time. Overall access is protected by password to prevent unauthorized access.

Cons: Nothing particularly problematic noticed.

Overall: Nice set of features and ease of use makes the package good for a 4 star rating.

Powerful, easy to operate software system for storing and managing customer records, service locations and service history with the additional capability to share data in real time over the network. Customer Manager For Workgroup is a must-have schedule management tool for any company and individual specializing service. It's perfect to plan working hours, keep track of scheduled appointments and orders. The program gives you a customizable Date Navigator and comprehensive reminder. It'll store the information about clients, such as their address, telephone, email and comments. Available is an automatic search and auto-field filling for a client, who has already been entered to the database. You can view the information about payments, daily income for any day at any moment when you need it. For those people, who work in Microsoft Outlook, it's possible to synch data. This modern and extremely handy program makes management a real pleasure. It allows any specialist to create a profile to run a personal schedule. The program enables users to switch between profiles to view the schedule of any staff member, it is also possible to view multiple profiles simultaneously or open the schedules of several specialists at the same time. All information stored in Customer Manager For Workgroup can be secured with a password preventing from unauthorized access. The program also has the Auto Backup feature that allows saving the data to the secured archive. What is important, the data from Customer Manager can be exported to many different formats, like iCalendar, MS Outlook, PDF, XML, HTML, XLS and TXT. The program has a built-in Print Designer, which offers a variety of original templates and options to make a fine and clear printout. You pay for the program only the first time and get all new versions of this program for FREE and for a lifetime!