Manage your time better
Thanks to the new Dashboard feature, you’ll have all of your contacts and appointments at your fingertips. You can schedule calls and meetings, prioritise your to-do list, and manage your resources efficiently by using Group Scheduling.

Better all-round customer and internal communication
With all of your contact information centralised, customer details can be easily accessed and shared by all of your colleagues.

You can view their notes and history, which means you’ll always be on the ball should a query arise, and you can also see if there are any to-do items that may be outstanding.

Track your sales opportunities and act on them
By capturing important customer information, you can look at optional sales opportunities.

You can also accurately forecast where your sales are coming from and what the orders will be, enabling you to plan more effectively.

Communicate with your clients more effectively
Get up to speed on your client's situation in an instant by viewing their last communication.

You can also create, send and track emails to and from contacts, and access the ready-made templates when writing emails, letters and memos to customers.

Is this right for me:

• Target New Prospects:
  Analyse historical sales trends, understand the profile of your best customers and plan effective marketing and sales campaigns

• Generate Leads:
  Use existing information or import bought-in data for use in all your communications

• Convert Leads to Sales:
  Track communications with your prospects, ensuring maximum service levels are maintained through the sales cycle

• Make Decisions with Confidence:
  Gauge the performance of your business using dashboards and reports, so you can manage your time and measure results successfully.

• Track Sales Opportunities:
  Accurately forecast where you sales are coming from, when they are coming and for how much, enabling you to plan more effectively

• Link to Sage Accounting Software:
  Links with Sage Instant Accounts and Sage 50 Accounts (all via additional FOC software)

• Easy Customisation:
  Amend screens and fields to replicate your business processes

• Work Remotely:
  Take your contacts with you when you are out of the office