delight crm is the perfect tool for companies, associations and self-employed, who need fast and flexible access to address data, correspondence, campaigns, documents, events, tasks, emails, SMS, letters, order, invoices, quotes, reports, etc.
It can handle detailed address data, a photo or company logo, documents, notes and pictures and manage detailed journal history to each address. All correspondence including documents, emails, SMS, phone calls etc. of an address are stored in the journal history.
With the graphical appointment management, multiple calendars can be managed at the same time people, rooms and equipment. On request, appointment confirmations can be sent automatically by email or SMS. All pending tasks are listed in the task list.
With the order, offer- and accounting management articles can offered, sold and invoiced. Thanks to the cash book accounting and invoice list one have their numbers and need always at a glance.
The Campaigns management, which is available from the professional version, handles your advertising campaigns, the planning of events etc.
To manage your customers and contacts in a tree structure, each address can be assigned to different address groups.
One easily can add own address fields and manage them in different categories. You see only the relevant fields at each address. Not required fields will be hidden automatically.
The integrated birthday list shows what customers, suppliers, employees, or business partners celebrate their anniversary in the next few days.
With phone call recognition the address of incoming phone calls can be displayed automatically. Phone numbers can be dialed with just one mouse click.
One can add as many reports and templates such as e.g. letters, form letters, address lists, labels, envelopes, name plates, attendance lists, detailed address letters, templates for emails, etc. as needed. There is no limitation.
Tags: addresses, appointements, todos, phone, email, calendar, journal, history, protocol, letters, mailmerge, birthday, labels
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