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 into BusinessMan. Manage user access to each document and store an unlimited number of files in FileMaker Pro.		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. Hold multiple Bank Accounts.
	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. Email, print and PDF a quote. Add unlimited line items with multi-currency. Use templates to create textual and image quotes rapidly. Create Sale Order from quote with 1 click. Filter by date, follow-up period & status.		Web Access Configure Customer and Staff access to BusinessMan. You decide what information to show to your customers and configure username and password access details. View the web access dashboard for an overview of active logins.		Contracts Coming soon... Complete Service Management module to monitor Contracts, Assets, Inventory and Devices.

BusinessMan :: Mac and Windows Compatible

The BusinessMan Enterprise solution is a comprehensive, modular, ERP system. It includes a comprehensive CRM software system with a customer management module, quotations and invoicing modules, suppliers and stock modules, a completely integrated email client and also a full featured and integrated Resource Scheduler. Also included are Sales Order Processing, Marketing, Purchase Order Processing, Document Management and Human Resource Management modules. The package comes complete with FileMaker Pro and FileMaker Server V11.

The BusinessMan Enterprise Plus version adds FileMaker Server 11 Advanced with ODBC / JDBC integration and our powerful Scheduler for Windows product which can run separately from BusinessMan, whilst remaining fully integrated with the BusinessMan data using its ODBC connectivity. FileMaker Server 11 Advanced also adds unlimited user connectivity, Web Publishing and more.

BusinessMan has been developed using the latest version of the award winning cross platform database FileMaker Pro, ensuring all the latest features are exploited. Expansion is virtually limitless, backup of important data is extremely simple and should the server hardware fail, the databases can be hosted on a single PC on a temporary basis, to ensure your company stays operational. Changes and additional development is extremely rapid with the FileMaker Pro development platform and many changes can be made whilst the system is in use.

Development time with FileMaker Pro is many times shorter that most other programming environments, thus the cost for development is much lower than its competitors. No longer must you put up with what you’ve got. If you want to run your business in a particular way, you can do so with a FileMaker Pro based solution like BusinessMan.

BusinessMan is feature packed, but we understand that every company works in their own particular way. Hence, BusinessMan is developed with you in mind, allowing us to provide the changes you may need, at a price you can afford!

Our development rates for BusinessMan customers are extremely competitive. Our overheads are kept to a minimum and the benefits are passed on to the customer.

Business Management CRM, Job & Project Management, Outlook/Entourage Integration, Sales, Marketing, Resource Scheduling, Finances