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  • CRMonCall provides an intuitive and cost-effective approach to the management of corporate sales, marketing and customer service information on customer accounts and contacts, sales leads and opportunities, plus activities including calls, meetings, emails, notes and assigned tasks.
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    On-Demand Business Solutions
  • Beyond the robust sales, marketing and customer service features, CRMonCall provides invaluable financial information as part of its unified approach to business management. Optional modules provided at no additional charge enable these capabilities surrounding Order Management and Inventory Management:
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    Financial & Inventory Management
  • CRMonCall tracks the performance of current projects, and organizes a history of all project-related documents, status reports, tasks and contacts. Utilization, and time booked to project tasks, are also tracked for resources assigned to the project.
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    Project & Resource Management
  • The CRMonCall case management system allows users to track customer problems and resolutions through their life-cycle. CRMonCall also includes a service contract management system that tracks the products on each service contract, and reminds you of contract renewals.
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    Customer Support Management
  • As your organization grows larger and data becomes more complex, a capable reporting system is a fundamental requirement.A number of predefined standard reports are included with the system, and new report designs may be easily developed and saved for repeated use in future.
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    Reporting
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Info@Hand Roadmap PDF Print E-mail

Recent and Future Releases:

info@hand Release 6.5: Feb '10 [Shipping Now!]

  • A completely new Dashboards module lets the user define any number of dashboard pages throughout their menu system. Each module Group (Today's Activities, Sales & Marketing, Order Management, etc..) can optionally have Dashboard pages as part of it, at the start or end of the group. A Dashboard page can display any combination of dashlets and/or charts, rather like a combined dashboard/today page in earlier versions. Dashboard pages may be one to four columns wide, with user-adjustable column width.

  • The new Delight theme offers a more 'modal' user experience (order management mode, customer service mode, ...) and key controls fixed at bottom of browser window so they are available even when scrolling.

  • A new Google/OpenSocial Gadgets dashlet allows most of the 170,000+ Google gadgets to be included on an info@hand dashboard as a dashlet. Facebook, GMail, Google Talk, Twitter, Calculator, Horoscopes ... there's a gadget for that.

  • A new World Weather dashlet shows weather info from The Weather Channel for up to 10 cities. Local time may optionally be shown for each city as well.

  • New dashlets have been added for News Feeds and My Active Projects.

  • Support has been added for the Chrome browser from Google.

  • New Day Grid & Week Grid views have been added to the Calendar, which show calendar info for multiple users and meeting resources in an easy-to-read grid layout, making it simple to check for a good meeting time.

  • An enhanced editor has been added for editing HTML Emails and Templates, with better support for advanced formatting of text, better image management and spell checking.

  • An enhanced Help System has been added, with better layout of the information, better search capabilities, and better screen images.

  • System Search capabilities have been enhanced, including the search of additional modules, a switch to control matching only at the beginning of fields or anywhere in fields, plus a search control within most module dashlets.

  • A new system backup has been added, which backs up both the installation directory and the MySQL database in a single zip file to the directory specified. On servers with Rsync support the large /cache directory will be backed up separately using Rsync, to another specified directory. A scheduler task now supports scheduled system backups.

  • A new Total Account History button on the History sub-panel of the Account detail view lets the user see all Account and related history merged into a single view.

  • A new check box has been added to each user’s Access Control screen, called Can See Product Costs. It controls if users can see product costs in the Quotes, Sales Orders and Invoices modules.

  • An Extended Price column has been added to the Quotes, Sales Orders and Invoices screens.

  • Two new check boxes have been added to the Company Information screen - Approve Booked Hours on Cases, and Approve Booked Hours on Projects. If they are not checked, users may book hours worked to a Case or Project Task and not have to get them approved before creating an Invoice.

  • The ability to assign one or more Categories to Contacts or Leads via Mass Update has been added.

  • System notification emails (such as “You have been assigned a new Lead”) may now be viewed and edited by the Administrator.

info@hand Self-Service Portal & eStore 3.7: Feb '10 [Shipping Now!]

  • Newsletter Registration Menu Option.

  • Update VirtueMart base to revision 1.1.2.

  • Enhancements to eStore Sync.


     

info@hand Finance for QuickBooks 2.0: Feb '10 [Shipping Now!]

  • Synchronisation of Bills, Outgoing Payments and Accounts Payable Balances to QuickBooks.

  • Enhanced Implementation Guide.

Zarafa Integration: Feb '10 [Shipping Now!]

  • info@hand Connector for z-merge framework.

  • Google Connector for z-merge framework.

  • SyncML Connector for z-merge framework.

info@hand Release 6.6: April '10 [Shipping Now!]

  • Expense Reports module: File general business or sales expenses, and link them to customer Accounts, Opportunities, Cases or Projects. Includes optional approval cycle for expenses. Supports foreign currency expenses, advances, optional approval cycle, and ability to split one receipt into multiple items (e.g. Hotel bill that includes meals and telephone). Scanned receipts may be uploaded and linked to line items. Reports available to track expenses by different categories, accounts, employees, ...

  • Monthly Services module: for tracking and invoicing of recurring monthly services, designed for businesses like Internet Service Providers, Rental Agencies, Software-as-a-Service providers, etc...

  • All themes now support Grouped Modules navigation

  • Print Service Work Order PDF from Case Detail View

  • A new user-level Access Control option - ‘User Can See Project Financials’

  • A new option to convert a Sales Order to a Project.

  • Shipping tracking number enhancements for Invoices, Shipping Records and Sales Orders.

  • Calls list view now shows a column for the office phone number of the first Contact linked to a Call, to save a mouse click for those making lots of Calls.

  • New dashlets for Shipping, Receiving, Unpaid Bills, Open PO's

info@hand Self-Service Portal & eStore 3.8: April '10 [Shipping Now!]

  • Update Joomla base to revision 1.5.15.

  • Update VirtueMart base to revision 1.1.4.

info@hand Release 6.7: June '10

  • Timesheets module enhancements: Book time to general office activities and Sales, or link them to customer Cases or Projects. Provide an additional UI for time entry that more closely resembles a conventional timesheet.

  • info@hand Auto-Update server support

info@hand Release 7.0: Nov'10

  • Add screen form editor.

  • Metadata-driven Form Generation:

    • Support for per-field help text
    • Greater theme integration, to allow customization of the form display style
    • Support PDF generation of detail/edit views without parsing generated HTML
    • Update studio to graphically edit metadata-defined forms
    • Update existing modules, removing HTML templates
    • Update listviews, popups, subpanels and reports to use the same field rendering framework

  • Update Listviews:

    • Move Saved Search and Layout options into a popup, like dashlet configuration
    • Quickly select of number of displayed rows
    • Improve UI aspects of Team management (i.e. remove the second mass-update panel)
    • Merge reporting and listview generation, allowing the user to design complex custom filters for listviews.

  • Click-through for sub-panels

    • Implement a more advanced view for sub-panels, as a List View of related objects
    • Allows more rows to be displayed, as well as additional filter controls

  • Campaigns enhancement - reduce identification of campaign emails as SPAM.

  • Add Dynamic Target List definition: i.e.all Contacts where one or more conditions are true, plus all Leads where different conditions are true, etc... - so that as long as Contact/Lead/Target data is maintained accurately, you always know membership in the list is up to date.

  • Enhance Static target list management so that it is quick and easy to look to see if someone is on a specific list and remove them from it.

  • Stock Control Enhancements - If someone places an order and it doesn't ship right away, show that inventory as Committed. The Quantity Available field is reduced by that amount. Add Quantity on Order, Re-Order Quantity, Re-Order Level as fields for each product in the catalog. Add a re-order report, plus a dynamic screen for end of day ordering.

info@hand Self-Service Portal & eStore 4.0: Feb '11

  • More attractive screen layout, menu system and screen layouts.

  • Downloads menu option, for downloading documents and software based on individual customer entitlement.

  • Ability for Clients to Pay Invoices Within the Self-Service Portal.

  • Support for CRM selected standard fields, and custom fields, to be displayed/edited in the Portal.

info@hand Mobile 2.0: Feb '11

  • Support for viewing and editing all modules, including custom fields.