| Features |
Standalone |
Integrated
with QuickBooks |
| Fast and
easy 5-step start-up wizard |
 |
|
| Free 30
days online support |
|
|
| See Frequently
Asked Questions on every screen |
|
|
| Link customers
and suppliers to projects |
|
|
| Track relationships
among customers referrals, suppliers and projects |
|
|
| Customisable
data fields |
|
|
| Filter
and sort contact lists, to-do lists, project lists or history |
|
|
| Schedule
appointments and reminders |
|
|
| Turn pop-up
alerts into a letter or e-mail message |
|
|
| Launch
emails or letters with pre-filled addresses |
|
|
| Attach
files such as letters, faxes, e-mails and spreadsheets to customer
records |
|
|
| Integrates
with MS Outlook and MS Outlook Express |
|
|
| Store multiple
addresses, phone numbers and e-mail addresses per customer |
|
|
| One view
of your customer, contact and financial data |
|
|
| View customer’s
open balances and revenues |
|
|
| Link to
specific financial transactions in QuickBooks |
|
|
| One-click
access to both financial and non-financial data |
|
|
| Eliminate
double entry of customer information |
|
|
| Find your
most profitable customers |
|
|
