This is one of the software modules, which together make up the Maxton Business System.

 

 

CONTACT RELATIONSHIP MANAGEMENT (CRM)

 

 

Principal features.

Fully-functioned Contact Relationship Management system for all types of contacts but especially sales customers and prospects.

It is an optional extension of the Maxton Sales Ledger and is fully integrated with it and also optionally with the Maxton Purchase Ledger.

A simple to use on-screen form allowing the entry of all essential details about the contact including memos, notes and plain text lines.

All Contacts may be viewed, modified, printed and /or deleted by any number of users on the same network.

Additional lines or modifications can be added to the contact at any time.

Contacts may be searched for by name, customer code, list or by 'key-word search'.

Stored information includes: name, address, billing address, e-mail address, phone number, fax number, buyer's name, buyer no.2, purchase contact, ledger identifier and account code if a sales ledger customer, credit limit, outstanding balance, overdue balance, date last cash, average days to pay invoices in the last 3 months, date when this financial info was last retrieved from sales ledger or updated, a list of the last four outstanding invoices with the number of days old for each. Notes/memo windows are included for : products purchased, normal delivery requirements, sales notes and additional information.

Contacts can be linked to retrieve financial information from any number of separate Maxton Sales Ledgers (from different companies on the same computer system).

Financial information can be retrieved by clicking a button on the screen at any time. A routine is included to retrieve all linked contacts' financial information in one operation. This would normally be done once per day - first thing in the morning or overnight.

A button is included on the contacts screen to allow the display of the Maxton Sales Ledger account (if linked to an account) showing all transactions and balance etc. Any invoice can be 'drilled-down' upon to show the detail lines of the invoice. In the same way, cleared and archived transactions can be retrieved from the Maxton Accounts and added to the top of the enquiry screen to extend the displayed history. This can go back as far as the point when Maxton Accounts were first implemented in the business administration.

A button is included on the contacts screen to allow the display of the Maxton Sales Order Enquiry screen (if linked to an account in the optional Maxton Sales Order Processing Module) showing all outstanding orders etc. Any order can be 'drilled-down' upon to show the detail lines of the order.

Optional special systems are available to allow the storage of other pieces of information to the client's requirements.

Built-in self-audit and status report on file consistency. Automatic data-recovery in the event of hardware failure or power failure.

Options for Networking, Multi-company, Multi-currency and Multi-user.

Many other 'custom' links are available.

There are too many features and options to list here. Please contact us if any feature that you are interested in is not listed above.

 

System design philosophy.

We have always designed our software systems with the User in mind. This has resulted in a very simple and easily understood 'menu' approach where the operator can easily see what the choices and options are without having to remember too much. All the sophisticated systems and flexibility have been built discreetly into the background so that the user is not aware of it or overwhelmed by complexity. This allows the system to be good for 'first-time' users who don't want to be confused, yet it has many features and flexibility only found in the 'high-end' packages costing many times more.

The Maxton CRM system is designed as an 'open item' database using a Microsoft Access data file. This means that the user, by using Microsoft Access or Excel (not supplied), can retrieve and report on the raw database information for their own purposes as required.

The Maxton Book-keeping modules are designed to work together in an integrated fashion to provide a complete management system. It is even possible to have both the 32-bit Windows version running on the same PC and or Network as the DOS versions since they share the same Microsoft Standard IEEE data-file format.

 

Capacities.

For most small and medium size businesses there are no practical limits or restrictions. The Maxton CRM module is not limited too, but works best where you have no more than 12,000 contacts, each of which has no more than 1,000 transactions on their Sales Ledger account. The standard system allows retrieval of accounting information from up to 32 different sets of accounts.

The Ver. 5.x Software is designed to run on PCs and network workstations running any version of Windows from 95 through to XP. The file-server may be running Windows 'Peer to Peer network', Windows NT, Windows 2000 or Novell networking software. The Dos version of the software will run on PCs and network workstations running Windows XP, Windows 95, Windows 98, Windows ME or Dos.

 

Pricing, support and availability.

Prices start at 150 for a single-user Maxton Contact Relationship Management module, through to approx. 400 for the multi-user, multi-company version running on a 5-user network. All prices are sterling and normally include 90 days unlimited software maintenance and telephone support. Standard, on-going support contracts are offered each year and are billed quarterly. Support prices start at 5 per month and are dependent on options, version and number of modules.

Leasing instead of buying the software is becoming more popular. The quarterly support contract will cover the leasing charge, telephone support, software maintenance and programme updates. Prices start at 8 per month for a single-user Maxton Sales Order Processing module, through to approx.40 for the multi-user, multi-company version running on a network.

Availability is normally immediate and installation is normally carried out by ourselves using the Internet or a modem-link and the PcAnywhere software to anywhere in the UK or Ireland. This link is very useful for on-going support and programme updates.

 

Click here to download a CRM for Windows 30-day Demo -instructions below (3 Mb -phone 028 9042 4366 for help in setup)

Instructions to down-load this file. First click on the above link, then at 'Do you want to run or save this file' click on 'save'. Select 'Desktop' and then click 'save'. At 'Download complete', click on 'close'. Leave your web-browser and double-click on the new desktop icon. Your system will show a security warning 'Unknown Publisher' - this is normal - click on 'run' to start installation. Please phone us (028)90424366 if you need help.

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