Amber-CMS    
...Contact and Document Management...

Template Summary

  

The Need

  
 

Contact Management allows a company and it's staff to more effectively communicate with clients and suppliers. Names and addresses are centralised, and information on calls, emails, letters and meetings can be easily shared.
Document Management provides a means by which documents such as emails, letters and attachments can be centralised. Locating a document is much simpler, both for the originator and for other members of staff.    
 

 

 

Key Benefits

 

·         Track and manage

                 external communications

tracks calls, emails, letters, etc

·         Significant Time Savings

 semi-automates many daily tasks

·         Document Management

 automatically files documents in client folders

·         Staff Management and Coordination

in times of staff absence

 

Key Features

 
 

·         Centralised Address Book

 For all contacts (not just clients), categorised by Group

Customisation

We can tailor the Amber-CMS to meet your precise requirements. We have over 20 years of customising software systems to fit the business
 

·         Action Log

A chronological list of all communications with a Client - calls, emails, letters, meeting notes, task to-do's, etc. Also, scheduling of future actions, such as calls.

·         Document Management.

 For letters and other client documents
 

·         Templates

 For emails and letters, grouped by business process.  
 

·         Prospect Management

For tracking leads and prospects.

Integration

Amber-CMS integrates with Amber-MCS (mailshot control system) and Amber-JCS (job costing system)
 

·         Integration

with other software you may have, if feasible. Currently, Amber-CMS integrates with Amber-JCS (for jobs) and Amber-MCS (for mailshots)
 

·         Outlook Synchronisation (with Amber-Email), Cross-Links, Directions Link and Telephone Link

   Outlook Email Synchronisation (through Amber-Email), linking contacts, loading directions from Post Code, and auto-dialing
 

·         User-friendly Software Platform

It is written in Microsoft Access, which is part of the 'Microsoft Office' family of products (Word, Excel, etc)  

Home Page