Screen shots of the various modules within BusinessMan. Below the gallary is a list view of all the images within the gallary.
Customer Management
http://www.computech-it.co.uk/_images/products/crm/customer-s.jpgMain customer view, giving tabs to any customer information and customer contacts. Also displayed are the customer call backs, displaying any outstanding and upcoming calls to be made to this customer (For example sales calls). Calls can also be viewed from the Calls Module, which displays every call in the system.
Google Maps Integration
http://www.computech-it.co.uk/_images/products/crm/customer-maps-s.jpgFind your customer with the click of a button. Get directions or find local landmarks to build a rapport with your customer.
Customer Document Management
http://www.computech-it.co.uk/_images/products/crm/customer-documents-s.jpgUpload unlimited documents against each customer. All the user needs to do is provide a filename and BusinessMan takes care of the rest. The file will be logically stored in the filesystem, which will then be immediately accessible to everyone (given the correct privileges).
Customer Quotations
http://www.computech-it.co.uk/_images/products/crm/customer-quotation-s.jpgDisplays all quotations for the customer as a whole (top half of screen) or displays all quotations against each customer contact (bottom half of screen). This is the general layout for all tabbed items, including Email, Orders and communications.
Customer Dashboard
http://www.computech-it.co.uk/_images/products/crm/customer_dashboard-s.jpgWithin the Customer Dashboard users can view: Quotations, Tasks, Orders, Emials, Jobs, Communications, Invoices, Call Reminders, Credit Notes and Notes relating to the selected customer.
Customer Document Management
http://www.computech-it.co.uk/_images/products/crm/customer-documents-s.jpgUpload unlimited documents against each customer. All the user needs to do is provide a filename and BusinessMan takes care of the rest. The file will be logically stored in the filesystem, which will then be immediately accessible to everyone (given the correct privileges).
Despatch
http://www.computech-it.co.uk/_images/products/crm/despatch-s.jpgDespatch listing showing all order progress and invoice status.
Quotation
http://www.computech-it.co.uk/_images/products/crm/quotes-s.jpgA sample Active quotation with multiple line items. Clicking the different tabs will display the full text quote with images, additional costing, notes and documents stored against the quotation.
Sales Order
http://www.computech-it.co.uk/_images/products/crm/salesorder-s.jpgA sample sale order, listing the line items of the order. The quote relating to this order can also be viewed.
Sales Dashboard
http://www.computech-it.co.uk/_images/products/crm/sales-dashboard-s.jpgThe sales dashboard gives an immediate overview of calls to be made, follow-up quotations, sales order status and a sales snapshot.
Sales-Order-Processing P.O.s & Costs
http://www.computech-it.co.uk/_images/products/crm/SOP_costs-s.jpgSales-Order-Processing P.O.s & Costs
Sales-Order-Processing Delivery
http://www.computech-it.co.uk/_images/products/crm/SOP_delivery-s.jpgSales-Order-Processing Delivery shows details of where the sale order will be delivered to.
Sales-Order-Processing Detail Tab
http://www.computech-it.co.uk/_images/products/crm/SOP_detail-s.jpgThe detail tab shows the current products within the Sales Order and if the record is open users can add products to the sales oreder.
Sales-Order-Processing Drag and Drop
http://www.computech-it.co.uk/_images/products/crm/SOP_dnd-s.jpgThe Drag and Drop area in Sales Order allows users to drag and drop products or categories of products into a sale order.
Sales-Order-Processing
http://www.computech-it.co.uk/_images/products/crm/SOP_listing-s.jpgSales-Order-Processing shows a list of open, complete and in progress sales orders. Users can filter to only show different order statuses within a date range
Purchasing
http://www.computech-it.co.uk/_images/products/crm/purchasing-s.jpgDelivery can be accepted into the Stock Management Module.
Suppliers
http://www.computech-it.co.uk/_images/products/crm/suppliers-s.jpgMain supplier detail. Top of the screen tabs are to view all Communications, Purchase Orders and Documents for the supplier as a whole. Bottom half of the screen displays all supplier contacts and actions which are pertinent to each contact (For example, all Puchase Orders for John Smith).
Products, Stock and Inventory Management
http://www.computech-it.co.uk/_images/products/crm/stock-s.jpgFull product, stock and inventory management. Stock is grouped into categories and can be collapsed or expanded to show the stock within each category. See all availale stock, stock levels and stock value.
Products Category View
http://www.computech-it.co.uk/_images/products/crm/products_catview-s.jpgThe products category view allows users to add and remove stock within categories. Users can also navigate around the folder structure going up and down levels.
Product Discount
http://www.computech-it.co.uk/_images/products/crm/products_discount-s.jpgThe discount view allows users to set discount groups for groups of products. Discount groups can apply a discount within a range.
Products Items on Order
http://www.computech-it.co.uk/_images/products/crm/products_items-s.jpgItems on Order displays a list view of products that are outstanding or overdue. This view allows users to to adjust delivery dates of the products that are overdue or outstanding.
Products Treeview
http://www.computech-it.co.uk/_images/products/crm/products_treeview-s.jpgThis Treeview allows users to drag and drop stock items from categories to other categories. It is similar to Category View however it allows drag and drop.
Invoicing List
http://www.computech-it.co.uk/_images/products/crm/invoicing-s.jpgDisplay all invoices between date ranges, all invoices not in your accounts system, open invoices and outstanding invoices. Select to view cancelled and/or completed invoices. Clicking the blue button on the invoice line will take the user to the invoice detail.
Invoice Detail
http://www.computech-it.co.uk/_images/products/crm/invoice-detail-s.jpgClick the Order tab to see what was placed at what point of the order. Email a PDF of the invoice to the contact at the click of a button. Go straight to the customer or order with one click.
Credit Note Listing
http://www.computech-it.co.uk/_images/products/crm/credit-notes-s.jpgView credit notes by date range and a summary of the credit value.
Credit Note Detail
http://www.computech-it.co.uk/_images/products/crm/credit-note-detail-s.jpgView credit note detail. Preview, print and email the credit note.
Human Resources
http://www.computech-it.co.uk/_images/products/crm/hr-s.jpgHuman Resources Dashboard providing overview of staff qualifications and absences. Other tabs include further staff information.
Human Resources Timesheets
http://www.computech-it.co.uk/_images/products/crm/HR_timesheets-s.jpgHuman Resources Timesheets shows current Time Sheet Entry, All Non Posted Entries and Posted Time Sheet Reports.
Marketing
http://www.computech-it.co.uk/_images/products/crm/marketing-s.jpgMarketing campaigns include: Letters, Email, SMS and telephone. Use templates from previous campaigns. Twitter integration - post tweets live to Twitter.
Scheduler Month View
http://www.computech-it.co.uk/_images/products/crm/scheduler_month-s.jpgScheduler allows users to view current appointments for a given category or resource. this screen shot is currently looking at a month view for the engineers on the system.
Scheduler Multiday View
http://www.computech-it.co.uk/_images/products/crm/scheduler_multiday-s.jpgScheduler allows users to view current appointments for a given category or resource. This screen shot is currently looking at a multiday view for the engineers on the system.
Scheduler Resource View
http://www.computech-it.co.uk/_images/products/crm/scheduler_resource-s.jpgScheduler allows users to view current appointments for a given category or resource. This screen shot is currently looking at a resource view for the engineers on the system.
Scheduler Week View
http://www.computech-it.co.uk/_images/products/crm/scheduler_week-s.jpgScheduler allows users to view current appointments for a given category or resource. This screen shot is currently looking at a week view for the engineers on the system.
Scheduler Year View
http://www.computech-it.co.uk/_images/products/crm/scheduler_year-s.jpgScheduler allows users to view current appointments for a given category or resource. This screen shot is currently looking at a year view for the engineers on the system.
Audit
http://www.computech-it.co.uk/_images/products/crm/audit-s.jpgAudit:: Every user action is recorded in the Audit Module. Select by action and date filter.
Security Groups
http://www.computech-it.co.uk/_images/products/crm/securitygroup-s.jpgSet-up security groups for a number of different types of system user.
Menu
http://www.computech-it.co.uk/_images/products/crm/menu-s.jpgMenu: Main Menu with navigation
Menu
http://www.computech-it.co.uk/_images/products/crm/system-s.jpgSystem settings for configuring BusinessMan.
Templates
http://www.computech-it.co.uk/_images/products/crm/templates-s.jpgTemplates can be made for all areas of the system. Create an unlimited number of templates.
Prospects
http://www.computech-it.co.uk/_images/products/crm/prospect-s.jpgViewing all prospect data. Quotations can be raised against any prospect. Supports Email, SMS, Letters and Faxes.
Prospects
http://www.computech-it.co.uk/_images/products/crm/prospects_homepage-s.jpgProspects allows users to add prospective new customers. In this view you can add notes, outstanding calls and this view shows the next stage of interaction with the prospective customer.
Job Detail
http://www.computech-it.co.uk/_images/products/crm/jobs-s.jpgShowing job times, resources allocation to job, purchase order and additional costs against job and job status. View the sales order with one click.
Job Listing
http://www.computech-it.co.uk/_images/products/crm/job-listing-s.jpgSelect active, cancelled, complete, and open jobs between a date range. Click the blue button to open the job.
Compose SMS
http://www.computech-it.co.uk/_images/products/crm/sms-s.jpgNew SMS window. Type the SMS number (this will be prefilled if SMS is selected from a contact), then the content and click Send. The SMS will be sent and stored against the contact in the system. Using another setting, multiple recipients can be sent the same message.
Compose Email
http://www.computech-it.co.uk/_images/products/crm/email-compose-s.jpgNew email window with multiple attachements. The email can be sent now or saved into drafts and sent later.
Scheduler
http://www.computech-it.co.uk/_images/products/crm/scheduler-s.jpgThe Scheduler for windows (Parallels on Mac) is a drag and drop graphical interface for managing resources. This is a typical day view for Engineers. Engineers are a category of which an unnlimited number of categories can be greated (such as consultants, vehicles, etc).
Scheduler - Multiday View
http://www.computech-it.co.uk/_images/products/crm/scheduler-multiday-s.jpgThis is the multiday view to give an idea of any future planning required. Split view or full window view.
All Inbound Email
http://www.computech-it.co.uk/_images/products/crm/mydetails-s.jpgThis tab displays all inbound email that has come into the system. Emails are received automatically by the system.
Financials Dashboard
http://www.computech-it.co.uk/_images/products/crm/financial-dashboard-s.jpgThe financial dashboard gives an immediate overview of invoices, orders, purchases and a business snapshot.
Financial Settings
http://www.computech-it.co.uk/_images/products/crm/financials-s.jpgEnter tax codes, company tax and banking information
Communications
http://www.computech-it.co.uk/_images/products/crm/communications-s.jpgView all communications for any client / company.
Call Handling
http://www.computech-it.co.uk/_images/products/crm/communications-call-handling-s.jpgCall handling covers calls due, calls overdue and a full call history for both customers and prospects.
Task Reminders
http://www.computech-it.co.uk/_images/products/crm/task-reminders-s.jpgThe task reminder window will popup when a task is due (or x minutes before if selected). The task can then be opened, snoozed or dismissed.
Task
http://www.computech-it.co.uk/_images/products/crm/task-s.jpgWindow for creating new tasks. From here you can set the privacy, reminder time, start & end time, subject, status. priority and content of the task.
Quotation
http://www.computech-it.co.uk/_images/products/crm/quotes-s.jpgCustomer Quotation with default currency of GBP used. Two quote builder lines have been used to generate the quotation. More line items can be added, together with a discount and tax code. Additional costs can be added to the quotation which are not displayed to the customer.
Quotations Detail Tab
http://www.computech-it.co.uk/_images/products/crm/quote_detail-s.jpgThe detail tab in quotations shows a list of current line items attached to the quote with the ability to add or delete further line items.
Quotations Drag and Drop
http://www.computech-it.co.uk/_images/products/crm/quote_dnd-s.jpgThe Drag and Drop view allows users to view the available products from a hierarchy and drag and drop them into quotations at the bottom where they can edit the quantity in the quote. Users can also drag whole categories over including the stock within the category.
Web Access
http://www.computech-it.co.uk/_images/products/crm/webportal_stock-s.jpgBelow is a sample web application used to allow a clients field engineers and technicians to enter their timesheets remotely from their computers and view available stock that can be allocated onsite.
FileMaker-Go
http://www.computech-it.co.uk/_images/products/crm/FileMaker-Go-s.jpgFileMaker Go example layout offering field staff the ability to enter and retrieve information remotely.
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