contact management software

 

 
 

Core Modules
Contact Management
Manage your Business and Personal Contacts... click to know more
Scheduling Software
Manage Appointments, Calendar & Reminders.. click to know more
Leads Management
Manage Project Leads and Online Bids...... click to know more
Project Management
Manage Projects, Tasks and Work Schedules... click to know more
Expense Management
Keep track of Billable & Non-Billable Expenses... click to know more
Billing Management
Manage your Invoices & Payment Receipts... click to know more
Service Management
Manage Customer Service Pro-actively... click to know more
Password Management
Manage Login Details and Passwords...... click to know more
Document Management
Keep track of your digital Documents and Files... click to know more
 
Service Desktop Pro Features
  Contact Management
   
  » Clean, Spacious & Prominent User Interface.
» Manage Contact Details for both Individuals and Companies.
» Search & Print Contacts based on multiple search criteria.
» Automatically Resize Pictures while Adding them to Contacts.
» Add Contacts and Companies to your Team List.
» Group Search Results by Multiple Search Fields.
 
  Time & Activity Scheduling
 
 

» Schedule Appointments.
» Set Reminders on various Activities.
» Generate To-Do Lists for your Team Members.
» View Calendar on a Daily, Weekly & Monthly Basis.
» Attach Your Favourite Audio Files to Reminders.
» Set Reminders to recur at chosen Intervals.
» Search & Print Appointments & Reminders based on multiple search criteria.

 
  Leads Management
 
 

» Register Leads / Bids / Quotations from Online and Offline Sources.
» Search Leads / Bids based on multiple search criteria.

 
  Project Management
 
 

» Manage Project Types and Categories for quick access.
» Plan and Execute Multiple Projects and Tasks.
» Create Project Tasks.
» Allocate Projects / Tasks to Team Members.
» Manage Products and Deliverables.
» Generate Gantt Charts on projects.
» Search Projects & Tasks on multiple search criteria.

 
  Billing & Expenses Management
 
 

» Record Billable and Non-Billable Expenses.
» Raise Invoices on Projects / Clients.
» Record Invoice Payments and Receipts.
» Search Expenses, Invoices & Receipts on multiple search criteria

 
  Track Subscriptions & Favourite Resources
 
 

» Record Favourite Websites and Resources.
» Manage both Paid and Free Website Subscriptions / Login Information / Passwords.
» Set Reminders on Subscription Expiry.

 
  Manage Digital Documents & Notes
 
 

» Create / Attach Notes to various Activities.
» Manage your Digital Documents.
» Attach Documents to various Activities.
» Search Notes & Documents on multiple search criteria.

 
  Customer Service Management
 
 

» Record Bugs / Defects associated with Projects / Tasks.
» Record Project Installation details.
» Manage Project Change Requirements.
» Manage New and Additional Requirements.
» Powerful and Interactive Search options on all Activities.

 
  Other Features
 
 

» Manage Database Settings.
» Manage System Users and Access Rights.
» Generate Extensive Reports on various Activities.
» Backup and Restore Database.

   

 

 

Managing Contacts with Service Desktop Pro
Scheduling Activities with Service Desktop Pro
Managing Projects and Tasks with Service Desktop Pro
Billing Management with Service Desktop Pro
Managing Leads & Bids with Service Desktop Pro
Managing Subscriptions & Passwords with Service Desktop Pro
More... 
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