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 Modules

  Contact Management

Manage your Contacts with whom you do business. Contacts can be Individuals, Companies, your Team Members, Employees or any other Personal Contacts. Contacts can be added, searched and printed.

  Time Scheduling

Schedule various types of activities like Appointments and set Reminders on Appointments. You can view the Calendar on a daily, weekly and monthly basis and print the same. Enables you to schedule your planned activities.

  Leads Management

Bids / Leads are quotations or proposals that you place on freelance project websites or that you present to your prospective clients. You can Record bids placed and Search Bids Leads. Enables you to keep track of your Project procurement process.

  Project Management

Create Project Type / Category Masters, Create Tasks associated with Projects, search tasks and Generate Gantt Charts on Projects and Tasks.

  Billing & Expense Management

Raise Invoices for Payments on Projects and Tasks, search Invoices and Generate Receipts on received Payments. Record Expenses incurred on Projects and other general Expenses. Expenses that are non-billable and those that are billable (payable by clients) can be tracked separately.

  Documents Management

You can store and retrieve your digital Documents in a central repository, allowing quick access to your Documents. You can also organize and search for your websites and online resources. You can create and attach Notes to Contacts, Appointments, Projects and Tasks. Notes can be searched and printed. Enables you to quickly add extra information to various activities.

  Subscription Management

Organize and keep track of  web resources, login information, subscription payments, passwords and expiry dates. Also keep track of your favorite web resources.

  Customer Service Management

Record Bugs / Defects arising out of projects, and address them based upon their priority status, Record Project Installation details for timely generation of invoices, efficiently manage Project Change Requests from customers, and strategically handle New Requirements on existing work proposed by customers.

  Utilities

You can  change application settings to suit your requirements, pre-define working days, hours and holidays.  Backup / Restore database, compact and repair database and change system passwords.

   

 

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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