System Features and Requirements
Functionality
Audio Output
Document Management
Email Integration
Bulk Email
iCal Integration
Outlook Integration
Searching
Notes and History
Tasks
Live Mapping
Graphs and Charts
Connections and Relationships
MySQL Multi-User Server Edition
General
Open
Security
Support
- Mac OSX including Mountain Lion
- Tested on OSX 10.5 +
- Windows Version works on XP, Vista, 2003, 7 and 8
- Easy to use, Modern, Fast, Clean Interface
- Requires No Installation
- Requires no additional Runtime installation
- Custom Help System
- Single User with inbuilt SQLite, or Multi-User with MySQL
- Sync the Database with iDisk, DropBox or Similar
Functionality
- Detailed Contact Records
- Auto Backup
- Unlimited Custom Fields
- User Defined Contact Status
- Visit a Contacts Website by Clicking the Button next to their Web Address
- Mark your Contacts as Customers, Suppliers, Personal, Prospect, Member, Network or Competitor
- Mark a Contact as Inactive, effectively Hidden, but not Deleted
- Visit a Contacts Blog by Clicking the Button next to their Blog
- TLRS - Traffic Light Rating System - Red, Amber, Green
- Store up to five 'Tagged' Phone Numbers
- Store up to five 'Tagged' Email Addresses
- Contact Template Facility
- Seperate Import Program
- User defined Contact Categories and Classifications
- Specify the allowed method of communication, Phone, Email, SMS, Post
Audio Output
- Contact Information and Notes can be output as an Audio File for later review, Mac OSX Only
Document Management
- Document Storage and Management, accessible from the Contact
- Drag and Drop Document Management
Email Integration
- Email a Contact by Clicking the Icon next to their Email Address
- Outgoing Email is Written to Contact History
- Automatically Capture Incoming Email and Apply to Contact History
Bulk Email
- Batch / Bulk Emailing Functionality
- Will not Bulk Mail contacts if 'Mail' is not selected as an allowed communication method
iCal Integration
- Insert iCal Entries from within ContaxCRM, Linked to Contacts and Recorded in their Notes
Outlook Integration
- Insert Outlook Entries from within ContaxCRM, Linked to Contacts and Recorded in their Notes
Searching
- Fast Searching, Sorting and Filtering of Contact information
- Contacts can have User Defined Tags applied
Notes and History
- Notes Drop Zone: Drag and Drop Text Documents into Contact Notes, Recorded as History
- History of Inserts, Imports and Edits
- Enter your own Notes against a Contact with an Event Type
- Event Types: General, Email Sent, Email Received, Outgoing Call, Incoming Call, Visit etc.
Tasks
- Outstanding Tasks For a Contact
Live Mapping
- Geographical Mapping Information showing Physical Proximity between businesses
- Icon on Google Map coloured appropriately according to your TLRS
- Appropriate Icon for Contact Types shown on inbuilt Google Map
Graphs and Charts
- Real-time Charting
Connections and Relationships
- User defined Connections / Relationships
- See the Relationships and Links between You and your Contacts
- See the Relationships and Links between Your Contacts and Each Other
MySQL Multi-User Server Edition
- Multi-User MySQL edition features Users screen with Full Security Features
General
- Full Screen Toggle
- Extensive use of Keyboard Shortcuts
Open
- You can use any generally available SQL Query tool to create your own Reports
- Free Format Report Generator with Export to Tab, CSV, XLS
- ContaxCRM does not 'Lock you in'
- Export Capability
Security
- Each Contact can be Individually Encrypted
- Incoming Email cab ne Encrypted
- Contact Notes / History can be Encrypted
- R10Cipher can directly use ContaxCRM to populate it's Key Management Database
Support
- DocXpert Manual
- Tutorial Movies
- Support Forum
- Email Support
- Telephone Support can be provided at additional cost