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BusinessMan Description

Allows companies to manage all aspects of their business from prospects to invoice

BusinessMan, based on FileMaker Pro, allows companies to manage all aspects of their business from prospects to invoice. Never before has there been such a powerful system with so many features at such a price point.

Customers
BusinessMan has full Customer Relationship Management software giving complete administration of all customer records. Letters faxes, emails are kept in the FileMaker Pro database. Business CRM & customer CRM software package including tracking/monitoring

Documents
Full Document Management using drag and drop to store documents in BusinessMan. Manage user access to each document and store an unlimited number of files in BusinessMan.

Sales
View graphs and reports on sales and financial snapshots. Keep up to date on telephone calls, quotations and customer activity.

POP
Purchase Order Processing - Manage your supplier/vendor orders. Monitor progress of orders, match purchase price against supplier invoice. Adjust inventory with received goods. Full multi-currency capability.

Suppliers
Manage your supplier and supplier contacts, view order history and previous product costing, track communications and make payments.

Products
View product data, purchase history and track stock levels. Create categories and store images and a textual description for use with quotations. Full inventory management software.

Invoicing
Integrate with your accounts system (Sage, QuickBooks,etc). Full and part invoicing, view invoice history and outstanding invoices. Full reporting of invoice statuses. Invoice direct from order.

HR
Full Human Resources and Personnel management, including vacations, reviews, attendance, disciplinary, NOK details, qualification tracking and timesheet entry.

Marketing
Produce Email, letter, SMS and telephone campaigns. Monitor recipient response and overall campaign effectiveness. Export, Import and link to existing Customers and Prospects.

Scheduling
Full drag and drop resource scheduling. Multiple resources can be assigned on one job/appointment. When a job is dragged and dropped, all resources that are assigned to that job will also move. Optional full clash management to prevent double booking.

Audit
Audit every action of a user. Log Customer data modifications, record deletions and creation. Filter audit by user, date and action type. Audit colour coding.

User Mgmt
Manage user privileges and system access. Assign security groups and reset passwords. View user activity and user location within the system live.

Settings
Configure and setup BusinessMan including your company details, document locations, module setup, email configuration, job settings and web access.

Templates
Create an unlimited number of templates to be used throughout the system. Create quote builder templates for quick and easy detailed quotations. Use templates in email and when creating letters and faxes.

Prospects
Manage potential new customers. Create communications (letters, emails,etc). Manage next stage and prospect source details. Rate Prospect on strength of sale. Transfer to Customers at the click of a button.

Jobs
Complete time tracking, document and picture handing, multiple related jobs, drag and drop graphical scheduling, job costing, communications and task management. Scheduled and unscheduled job management and planning.

SMS
Send SMS messages to staff, customers, suppliers and prospects. SMS messages are audited within the system and can be viewed by user, date sent and recipient number. The same SMS message can be sent to muliple recipients.

Email
Emails are sent and received using the full internal email client. Add unlimited attachments to email. All incoming and outgoing email is logged against the Job, Customer, Prospect or Supplier. View ALL inbound email from every email account.

Scheduler
Developed for scheduling resources using drag and drop technology with a full simple to use graphical interface. Great for helpdesk environments. View daily, multi-day, weekly and month schedules.

My Desk
Stores all your user preferences for the system. Dashboard displaying a snapshot of all your activity, tasks, internal messages, appointments and jobs. Also displayed, your contact details, NOK and security overview.

Financials
Apply credit limits. View financial dashboard for a business overview. Manage Customer and Supplier accounts, full multi-currency capability. Create comprehesive financial reports. Integrate with your current accounts system*.

Communications
All calls, reminders, tasks, appointments, letters, faxes, emails, QA items, quotes, orders, marketing campaigns and documents are all communications logged against each module.

Call Handling
Manage individual calls or complete marketing campaigns. Set reminders against calls so that they are never forgotten. View other staff calls in case of absences. Filter calls by date and by allocation.

Tasks
Create reminders for yourself and assign tasks to other staff members or departments. View tasks in Scheduler and drag and drop to move them. Add documents, forward to others and create related tasks. Add a high/low priority and mark for follow-up.

Quotations
Manage customer & prospect quotes & estimates. Email, print & PDF a quote/estimate. Unlimited line items with multi-currency. Templates to create text & image quotes rapidly. Create Sale Order from quote with 1 click. Date,follow-up period & status Filter

Web Access
If you wish to expose any data from the BusinessMan system to the web, we can build a web interface to model your own, or bring a fresh perspective to your company by designing a new web interface to any areas of the system.

Service Mgmt.
Complete Service Management module to monitor Contracts, Assets, Inventory and Devices. Test and Inspect, sales and service*. Digital data collection and transmission.

Go Mobile
BusinessMan Mobile Module - Available for FileMaker Go on your iPhone. Access data while away from the office offline or connect live. View stock, jobs, schedules, clients, record data and more*.

Assemblies
Assemblies and Bill Of Materials Software Module. Create 1 stock item from many other stock items. Drag and drop stock allocation. Pre-built and ready to build Assemblies.

Projects
FileMaker Pro database with intergrated Project Management. Drag and drop Gantt chart with task management. Dependant tasks and jobs, resource management and Templates.

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BusinessMan User Reviews

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