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TymeTrax CRM Features:
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Enter Company information and
Contacts using either a Company Name or the
First & Last Name of a person. You can enter
additional Contacts for each Company record on the
Contacts tab and add personal information for
each Contact including links to social network
sites. Easily move one or more Contacts to
another Company record by selecting them in the
DataGrid and choosing the target Company ID.
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Contact Notes are an easy way
to document phone calls, emails, meetings, etc.,
with Companies and Contacts. Add mileage to a
Contact Note when traveling and print a complete
record for tax credits by any date range.
Create a follow-up appointment to any Contact Note
with a click!
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Sticky
Notes store that little piece of info that
doesn't "fit" anywhere else... and you can finally clear the paper
sticky notes off your monitor! Move and resize
the Sticky Note to any place on the page.
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LetterWriter, the
built-in word processor, creates form letters for
each mail merge... Add
your company logo and other clipart, format using
standard word processing features. Imports RTF
documents. You can email the results as .DOC or .RTF files
directly from the Print Preview window (requires
Microsoft Outlook).
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Zip Code Locator - Enter a zip
code and a distance range to find all contacts
within the specified distance /radius.
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Websites - Store all
links and also any logins and/or passwords to access
the website. Just click on the link to launch
the site; the password is copied to the Windows
clipboard for an easy 'paste'.
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Exchange data with
Microsoft Outlook - Copies email messages and/or
file attachments directly into Contacts Notes
with a single click, and you can also copy
attachments to any record in the system directly
from Outlook emails. Sync Outlook contacts and
appointments with a simple click or schedule a
"sync" whenever you open the system.
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Integrated with Microsoft Streets
& Trips - Don't re-enter locations in Streets &
Trips, simply use the search features to find
contacts by any field value, then click the menu
option to export the data into a format that Streets
& Trips can open from its menu.
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Activities & Events Calendar -
Manage appointments, events, to-dos in
weekly, monthly and scheduling views. Create
appointments in Contact Notes and copy completed tasks
TO Contact Notes to fully document the activity.
Appointments & Tasks can be synched with Microsoft Outlook
(not included).
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Click
here to download a FREE
30-Day full-featured trial version
Call 320-693-2598 with
any questions.
Purchase a license key
to remove the 30-day limitation without
any data loss.
Visit our
support page for free training materials.
TymeTrax CRM Single User .....$69.00
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Click this button order securely
online with PayPal, Visa or MasterCard |
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View your shopping cart |
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All products are delivered via
download links. |
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Customize CRM by adding any of these
options for only $100 each per license
Contact us for details or to order at
sales@tymetrax.com
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Expense Reporting |
Track expenses
in the office or on-the-road. Each can be
associated with a particular Activity and
Company. |
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Payroll & Time Reporting |
Easy payroll
functionality, includes time cards and all
reports you need to track payroll expenses and
taxes; download federal and state tax tables
FREE from our support site each year |
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Document Manager |
CRM includes
file attachment support, but if your business
needs to track e-documents with more features,
add our full Document
Manager System on an extra tab. |
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SQL Server Support |
Full support
(with minimum administration) for SQL Server
2005/2008 or SQL Server Express 2005/2008 (not
included). |
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Multiple User Support |
Setup users in
different roles, which limit each user to what
they can see or edit in the system. Users can
create local replicas for working offline, then
replicate data back to the shared database when
reconnected to the office network. |
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Remote User Support |
Requires
Multiple User support, but can be used with
Access or SQL databases. Includes Replicator
Server console (requires separate license) and
Remote Administration utilities for setting up
and removing remote users who will NOT be
connected to your company network. |
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Additional Options |
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Annual Maintenance Program |
After the first
year of ownership your can purchase an annual
subscription package to guarantee you always
have the latest updates.
Click
here to download the PDF document, or
contact us for details. |
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Customization |
Need
functionality NOT found in any TymeTrax
products? Just ask... we'll quote it as a custom
add-on. |
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