December 10, 2018 Login
 
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Reqs Management Minimize

Simplified Requirement Management helps track customers requirements from beginning to end. Complete Contact CRM features an advanced interface seamlessly integrated into a modern look and feel with intuitive navigation and ease of operation. All of which decreases the learning time and increases initial user productivity. Automatic history tracking assures the availability of all interactions with the customer. Developed from a network perspective, Complete Contact CRM effectively integrates contact management, network scheduling, email, and sales automation, allowing for a common link between messages and activities to one source -- the Contact.

 
Req to Order Minimize

Complete Contact CRM is a Complete Contact Management, Sales Force Automation, Order Tracking, Requirements Tracking and Sourcing package that runs your Broker Distributor Business. The system is the most powerful CRM system for Broker Distributors of Electronic Components.

Complete Contact CRM Interfaces seamlessly with QuickBooks so you don't have to retype over and over the same information ever again.

Complete Contact CRM is available catering for a single user through to an enterprise with thousands of users, with data storage on Microsoft SQL Server.

 
 Comparison Matrix   
Feature Comparison by Edition Minimize

 

Complete Contact CRM - Please call  (631)757-9825  for pricing and to schedule demonstrations. Express (Not Currently Available) Premium Enterprise  B2B Module
Maximum Number of Users. 1 30 Unlimited Requires
Minimum Number of User. 1 3 5 Enterprise
Sales        

Contact Management Features

     

Requirements Management

     

Quote Management

     

Order Management

     
Schedule Sales Orders      
Automatic History Tracking      
Automatic Customer Ratings      

Prospects Management

   

Document Management

   

Automatic Scheduled Calls

   

Scheduled Reminders

   
Custom Correspondence Groups    
Automatic Correspondence Groups      

Import BOMs

     

Easy Quoting

   
Automatic Import From On-Line Services (examples below)      
      IC Source      
      Broker Forum      
      Source ESB      
      Netcomponents      
      Chip Source      
      ILs      
      Hitechparts      
      Partsbase      
      Semixchange      
      Stocking Distributors

Automatic Import of Requirements (From Your Website)

     
Require Authorization of Sales Orders      
Automatic Import of Stock Check Requests      
Purchasing        
Vendor Management      
Manufacturer Management      
Requirement Sourcing Module      
Email RFQ's to Multiple Vendors with 1 Click    
RFQ Creating      
Vendor Quotes Management      
Purchase Order Management      
Schedule Purchase Orders      
Detailed Part History      
Document Management    
Vendor Ratings    
Track Offers, Excess, Inventories, and Own Stock    
Sourcing By Manufacturer    
RFQ Broadcasting      
Expediting System       
Prioritized Requirement Workflow      
Automatically Import On-Line Services      
Required Authorization of Purchase Orders      
Fax RFQ's to Multiple Vendors with 1 Click      
Fax RFQ's to Multiple Vendors with 1 Click with Green Fax      
Automatically Sends RFQ's to Pre-Qualified Vendors      
Import Lots (Stock)      
Automatic Responses to RFQ's From Vendors      
Warehousing         
Incoming Orders Management      
Outgoing Orders Management      
Shipping      
Invoicing      
PO Receiving      
Inventory Management    
Parts Pictures, and Document Management      
Barcode Printing      
Warehouse Management      
Full RMA System      
Discrepancy Logging      
Inspection Reports      
Multi-Warehouse      
Consignments Management
Automation           
Calculators      
One-Click Order Filling      
Phone # Formatting      
Name Formatting      
Address (With Zip Code, Town, and State Filled Automatically)      
Comprehensive Part # History      
Automatic Customer Ratings      
Document Management      
Correspondence Groups      
Daily, Monthly, and Yearly History Reports      
Import of Customer Reqs      
Import of Vendor Inventory      
Import of Vendor Offers      
Import of On-Line Services      
Interface with QuickBooks      
Automatic Import of Stock Check Requests    
General         
Generate and Track Quotes, SO's, PO's, Invoices, Parts History      
Real-Time Interactive Dashboards      
All Screens Have Uniform Look and Feel      
Seamless Navigation      
Role Specific Coloring and Icons      
One-Click Technology      
E-Mail      
One Click Package Tracking      
Microsoft SQL Server Back End    
Data Integrity Rules      
Activity Logs      
Customizable Forms      
Template Based Forms and E-Mails      
    RFQ's       
    Quotes       
    Sales Orders       
    Purchase Orders      
    Invoices       
    Broadcasting       
    Marketing E-Mails       
Document Management      
On-Line Services Integration      
Advanced Import/Export      
    Inventory     
    Excess       
    Offers       
    Requirements       
    Consignments    
E-Mail Broadcasting      
Multi-Currency    
Auto-Match      
70+ Reports      
Network Ready      
Requirement Workflow    
Automated Processes Communication      
Automatic Import of Requirements      
Automatic Import of Offers      
Generate and Track Discrepancies and RMA's    
Security Templates    
Multiple Departments    
Multi-Layer Security    
QuickBooks Integration      
Automatic Import of Stock Check Requests      
Fax (Single and Broadcasting)      
Fax using Green Fax (Single and Broadcasting)      
Multiple Companies  
Multiple Employee Aliases  
Multi-Warehouse  
Multi-Location
Automatic Quoting System      

 

 
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Features Minimize

·  Innovative Features
Automatic Vendor Ratings enables you to make better decisions. We are always striving to bring you the latest technology and a faster, easier way to do your job.
Increase efficiency and sales!

· Online Services Integration
Integrates with search engines, data sheet sites and other search sites to facilitate sourcing.
No more switching between multiple programs. Increased accuracy and faster sourcing!

· Requirement Management
Requirements are tracked through each step from entry (or importing) to the final sale.
Helps organize and streamline requirement handling making you a more productive sales machine!

· Fax and Email
Fax or Email directly from the application! Quotes, RFQs, etc. and also Broadcasting
Efficient and Fast Communications so you can spend your time doing REAL work!

· Contact Management
The most complete Contact Management System in the industry. All relevant information is just a click away.
Create better relationships!

·  Sales Dashboards
All of you most important work is summarized on one screen to keep you informed.
With the right information you can make better decisions and focus on the most important issues.

· Easy to learn and use
It is designed as a true Windows Application making it easier to learn and use.
You get Up and Running faster! Makes you and your new your employees more productive and effective faster!

· Accounting Integration
Integrates with QuickBooks and Peach Tree. Other accounting software can be integrated.
No more double entry!

· Security
Multi-layer security allows you to assign  permissions and logging capabilities to any or all screens.
Secure information access! Recover important data from changed records!

· And a Lot More …
Multi-Location, Multi-Currency, Multi-Warehouse, and lots of more features...
We keep adding features regularly, keep checking!

 
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