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Communications

Communications

Communications are centralised and are stored against the company. All documents are managed in the document management area and are accessible through BusinessMan.

  • Send and Receive Email
  • Send SMS
  • Create Letters
  • Create Faxs
  • Create PDF Files
  • Tasks / Schedules
  • Reminders
  • Log Calls
  • Document Management
  • Customisable Templates

Summary

Communications are an essential element of any CRM application. We make this distinction in BusinessMan. We have taken the time to ensure that they are centric to our application ensuring that all communications between BusinessMan users and the recorded Prospects, Customers and Suppliers are recorded in a coherent manner ensuring that opportunities are never missed and communication channels are transparent to all applications users.

The ability to effectively communicate using email, SMS, notes, telephone calls & messaging that are all audited events in BusinessMan will ensure that communication is not an area where your business will be lacking.

Features

  • Email
  • SMS
  • Letters
  • Fax
  • PDF
  • Calls
  • Documents
  • Templates
  • Tasks / Schedules
  • Reminders

Related Modules

Also see:

Screen shots

Communications

View all communications for any client / company.

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FileMaker CRM Communications Software Template

FileMaker Business Alliance
FileMaker Certified Developer

Computech IT Services Ltd are certified FileMaker Pro Software Developers and are a member of the FileMaker Business Alliance. BusinessMan is a complete Business Management solution incorporating CRM Software, FileMaker Scheduling and booking software, FileMaker timesheet and Job management software, FileMaker Templates and Order processing software for your business. BusinessMan is your only complete Business Software for Mac and Windows.