Personal Dashboards

Each user has their own personal dashboard showing an organised view of their entire workload. This is the first thing you see when you enter the system which includes notifications, alerts and highlights of overdue activities. 'Smart' grouping ensures that the most important work is always shown first.

Telephone integration also presents all incoming and outgoing phone calls and messages.

Through your dashboard, you can not only view your work, but also assign work to your colleagues and track the progress of everything that you've delegated.

Personal & Team Calendar

The Microsoft Outlook-style calendar allows you to view both your personal and group calendars (e.g. support teams, technicians, etc.). You can drag-and-drop activities to reschedule your daily work or that of your staff, if need be.

Mailing & Email / SMS Broadcasting

Create personalised marketing and sales campaigns via email or SMS text messaging, and produce mail-merge documents, mailing labels and envelopes. For email and SMS broadcasts we have created interfaces with various online gateways so as to provide additional functionality and insight when tracking your marketing statistics and performance.

Call Centre & VoIP Telephony Integration

Track incoming phone calls and quickly assign them to the appropriate person. No more need for post-it notes or email reminders.

With VoIP PBX telephony enabled, the customer record is automatically called up when an incoming call is being received. Similarly, you can make direct outgoing calls by simply clicking on a contact's telephone number.

Help Desk & Knowledge Bank

Create your company knowledge bank, resource libraries and references for your business. This can include textual information, attachments and video links.

Microsoft Word Automation

Automate Microsoft Word by using templates and tag substitution to automatically insert information relating to a customer account, contact, project, activity, and more.

For example, you can create a custom proposal template. Then use this template within the context of a specific project to create a new document that merges the template's content with the current project details.

Microsoft Outlook Integration

Access your Microsoft Outlook folders directly from within the application (including contacts, tasks, calendar items and email message folders such as your inbox, outbox and sent items). You can synchronize contacts, tasks and calendar items. You can also import email messages and link them to the related customer account, contact, project and/or activity.

All outgoing emails sent through the application will be contextually tagged automatically. Subsequently, if you receive a reply to that email, the system will automatically know the exact context and will link that email directly to the related customer account, project and activity.

Google Maps

Assign a map location to each of your customer accounts. The integrated mapping tool (utilizing Google Map services) allows you to search, zoom, pan and add location pins. These GPS coordinates can be assiged not only to accounts, but also to contacts, products, events and other entities. You can even export these records to a KML file and transfer them to your GPS device.

Reporting & Analytics

The application features a wealth of reports for you to use. All these reports can be saved as PDF and sent via email, directly from within the system.

We have also included a custom report designer which allows you to create additional custom reports if you need.

User-Defined Properties

User-defined fields allow you to create additional properties that your business may need, and are available for all primary entities. You can use text, numeric, date/time and boolean (yes/no) properties and name them in a way that suits you.

We have taken this further, by including the ability to define complex data in the form of custom XML data structures. Sounds complicated? It really isn't. One-size-fits-all is never the case in business, although we all share a common core.

All you really need to know at this stage is that our application has the tools and functionality to cater to highly specialised scenarios where needed.

Pivot Grids

All grid data can be sorted, grouped, filtered and exported directly to Microsoft Excel and PDF. We've also included multiple grid layouts which you can use, but you can also create your own and save them for future use.

For detailed analysis and data mining we have created an advanced pivot grid analysis tool which you can use to query your data and analyse the results by grouping (on both the X and Y axis) in any way you wish. These pivot grid layouts can also be saved and recalled at any time.

Website & App Integration

We have developed many corporate websites and web-applications that fully integrate with our application. This offers a streamlined customer-centric experience and ease in managing your online content.

Moreover, customer input via the website is automatically stored within the system which means that it directly enters your business workflow. This effectively bridges the gap between your online and on-premise activities and supports you in your efforts to achieve a seamless customer experience and better customer service.

You can use security levels and zones to provide members, customers or other registered users (i.e. login authentication) access to additional information, resources and functionality that is not available to the general public.

By the way, all records can be multi-lingual (i.e. many languages per record). What we mean by this is that a record can contain its information in both the primary language (e.g. English) and in as many secondary languages as you need (e.g. Greek, Italian, Spanish, Hebrew (or other right-to-left languages), etc). This is perfect for managing multi-lingual websites.

Custom Integrations

We are available to customize the application to your business needs. We have already done this for large organisations (such as banks) and local businesses that needed integration with their existing legacy systems or accounting / ERP software.

It is often these refined, granular automations that make a real impact on your productivity and give you a competitive edge.

Application Programming Interface (API)

The application is multi-tiered and modular. For developers or organisations wishing to build additional integration and features we offer a structured object model which you can use to contribute to the platform and interface with other third-party applications.

Accounts & Contacts

Manage your customer accounts, suppliers, associates and other business entities together with their related contact persons. These records can be classified and segmented in numerous ways (including by type, categories, characteristics, location, tags and keywords). It is worth noting that both categories and characteristics are hierarchical structures and an account/contact can belong to more than one such classification.

Both these entities interface with Microsoft Outlook, and by extension your Office 365 account. You can create both email and SMS messages directly from within the application. You can also create templates to automate common, recurring communication scenarios.

With telephony integration, you can also manage incoming calls and make outbound calls directly from within the application.

User-defined fields allow you to create additional properties that are unique to your business needs; and name them accordingly.

Projects & Activities

Manage your projects and monitor your progress as well as all related activities such as tasks, calendar appointments and phone calls.

You can assign projects and activities to yourself or to other members of your team. Set priorities, reminders and deadlines to help you schedule your work and stay on track.

Both projects and activities are linked to their related accounts and contacts as well as documents, time allocation and billings. Track budgets, billable work and non-billable work per project, stage, employee and view profitability analysis in both tabular form and as graphical charts.

You can also define scheduled work plans to automatically generate projects or activities that are automatically assigned to the appropriate members of staff. This allows you to create scheduled actions for specific products, services, and customers.

For example, accountants can use this feature to generate recurring projects for their customers such as quarterly tax reports (e.g. VAT). Similarly, electrical/mechanical engineers can schedule recurring preventive maintenance of their equipment.

Help Desk & Support Tickets

Handle customer support incidents, enquiries, issue tracking and resolution. These can be linked not only to customers but also to products, services as well as internal assets.

Businesses dealing with hardward or equipment (including IT departments or engineers) can track their corrective maintenance and breakdown incidents per customer or product so as to build a full service history.

Documents

Attach any type of electronic document to a customer account, project, activity or other entity. Documents can include Microsoft Word, Excel, PowerPoint, PDF, emails, images, audio and even video content.

Using our Microsoft Word automation, you can also create new documents automatically from templates. These templates can include special 'tags' that are automatically substituted when a new document is created (e.g. customer name, address, telephone number, etc.).

Products & Services

Manage your products and services including advanced classifications, specifications and unique product-specific characteristics. Web-applications that include e-commerce rely extensively on this module to manage online orders and stock availability.

Maintenance Contracts & Scheduling

Know exactly which of your products and services each customer enjoys (including serial numbers, warranty period, service level agreements (SLA), support incidents, documentation and other product characteristics).

Create and manage customer contracts or maintenance plans per product. Each contract or maintenance plan contains frequency, activation/expiration period and other characteristics which allow service incidents and preventive maintenance work to be generated and scheduled automatically.

Time Management & Billings

Create and manage personal timesheets and project analysis, including both billable and non-billable work (expressed in both time and money). View employee work by day, week, month or year and keep your projects on budget.

Quickly and easily convert your billable work to customer invoices and send them via email.

Quotations & Orders

You can create customer quotations and orders that link to both the customer account and related products. Upon acceptance and approval, these can be converted to invoices.

Invoicing

Create your invoices, receipts, credit notes, payments and more. Email your invoices or statements to your customers or send notifications and reminders via SMS. Keep track of your financial position, aging analysis and outstanding balances.

This is a simple and easy-to-use invoicing solution to help you stay on track and better manage your customers.

Where needed, we have also interfaced our application with third-party accounting and stock control packages, which allows you to import customer financial information as well as products, pricing and stock levels.

Human Resources

Manage your employee information, employment status, emergency contact details, performance appraisals, reviews, letters and documentation. Store detailed biographical credentials including professional training credits, qualifications, personal achievements and awards.

News & Events

Manage your company news, announcements and events. Events can be sent directly to your Microsoft Outlook calendar.

Memberships

Create membership schemes and manage subscriptions. Track member interactions and loyalty points. Print labels, envelopes, membership cards and perform mass-mailing.

Content Management (CMS)

The application includes a comprehensive array of content management features which can be used to manage your website and mobile apps. Everything can be managed without any technical knowledge whatsoever. For instance, images are automatically resized and optimised by the system, before they are posted to the online application.

What is important to note is that we completely separate content from presentation. Given that the web is in a state of constant change, this strategic and structured approach will allow you to easily change your website user interface at any point while maintaining all the content that you have created so far.

You can in fact run multiple websites in different languages, all using this application to manage and control how and what information is presented online.

Training Centre & eLearning

Manage your entire training centre. Create your courses and classes. Accept participants, manage enrolments (i.e. enquiries, confirmations and waiting lists), participant interactions, grades, credits and training history.

Auctions & Bidding

Manage product auctions and customer bidding (including standard and proxy bids).

Hotel Bookings

Hotels and hospitality establishments can accept online and back-office bookings for their properties. This module includes an availability calendar, property rates, special discounts (e.g. early bookings, long-term stay) and optional fees.

Event Bookings & Ticketing

Allow your customers to make reservations and online event bookings. This module includes the integration of our box-office ticketing platform which caters for both general and seated admissions, and is appropriate for cinema, theatre, sports and other entertainment venues.