Ace Contact Manager v7.1.5

Ace Contact Manager
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Last Update:2011-09-06 - Major Update: ACE 7.1.5 has 3 enhancements over ACE 7.1.2 -
01. You can maintain date wise expenses for each contacts
02. You can connect one contact of one database to another contact of another database.
03. You can upload and manage documents for each contacts
Requirements:Windows OS, Office 2007 or 2010
Type:Shareware
Limitations:14 Trial
Category:Business::PIMS & Calendars
Language:English


OS



ACE Contact Manager CRM Scheduler - 7.1.5 helps scheduling events and tasks for customer and to PLAN the Opportunity


01. I am a customer support person - can I use ACE ?

a. Customers are your contacts

b. Support events are events

c. Your staffs are service providers whom you can assign tasks and followup

02. I run AMC business - so I need to maintain contacts as well as equipment..

a. Create Customer-database and Equipment-database and have links

03. I run an education Institute - Can I use ACE ?

a. Yes, Students are your contacts

b. You can track prospective students till they get admitted to exams, results..

c. You can have a teacher database

d. You can have class and auditorium database to schedule them

04. I am a doctor - Can I use ACE ?

a. Yes, Patients are your contacts

b. Testing labs may be a different database

c. Right click and change any field on contact screen suitable to keep patient details

05. I give equipment ( washing Machines, Computers ) on rent - can I use ACE to bill monthly?

a. Yes. You have to separate database for customers, for equipment, for service providers

b. Create links (assign) between service providers and customers

c. Create Links between Equipment and customers so that you know which equipment is with whom.

d. Create monthly priced Service as Inventory items and raise invoice every month - send by email

e. Create spare parts inventory and raise NIL priced Inventory if you replace spares at customer's place to keep your equipment in working condition.

f. Maintain date-wise expenses  for each customer when an engineer visit the customer

g. Maintain contracts with customers in attachments

06. I do non-comprehensive maintenance for my customers' equipment - can I use ACE ?

a. It is customer's equipment - still maintain a database so that you have history of repair on each

b. Create separate database for customers, and for service providers

c. Create links (assign) between service providers and customers





Contact - Customer - Competition - CRM - schedule - opportunity - events - alarm

Contentwise responsible person: SSG Software Systems Pvt Ltd, 301, Sulthan Court, #6, 2nd B Cross, Hanumanthappa Layout, 560032 Bangalore, Karnataka, India
Sabyasachi Gupta, sabya(at)ssgindia(dot)com, Phone: +91-80-23339502