Customer Relationship Management:- Account creation and management, with any number of Contacts associated with each Account;
- Activity history (Meetings, Calls, Tasks, Notes with optional file attachments, and Email) is tracked for Contacts, Accounts, Leads, Opportunities, and Cases;
Sales Force Automation:- Summary view on Today page of upcoming Activities, top Opportunities, open Tasks, Leads, sales pipeline graph, appointment calendar, and a quick contact entry facility;
- Sales Lead creation and tracking, and Conversion of Sales Leads into Opportunities;
- More...
Order Management:info@hand provides invaluable financial information as part of its unified approach to business management. You can create and organize a product catalog, and then prepare customer quotes, sales orders and invoices from that catalog. Once sold, products may be tracked by serial number on service contracts, with their associated case history. If desired, each customer can also have a list of all products they have purchased linked to them. More... Inventory Management:info@hand includes a full inventory management capability. Two key modules perform the bulk of inventory management - Shipping and Receiving. In addition, the Sales Orders and Purchase Orders modules, as well as the Invoices module, evolved to support the tracking of partially received Purchase Orders, and partially shipped Sales Orders or Invoices (depending on how your business operates). More... Project Management:info@hand 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. More... Customer Service:The info@hand case management system allows users to track customer problems and resolutions through their life-cycle. Cases may be assigned High, Medium or Low priority. They have a status of Active - New, Active - Assigned, Pending, Closed - Complete, or Closed - No Fault. Each Case tracks the related account and contact, any service contract, and the description and serial number of any hardware asset involved in the Case. Hours spent on service cases may be booked to the case, and automatically invoiced later on, including any spare parts used. More... Human Resources:info@hand manages corporate Human Resources data for all staff members, including salary information, vacation and sick days, plus all HR-related documents such as resumes, job descriptions and performance reviews. HR Documents are saved securely, and as with all HR data are only accessible to designated employees. More... Email:info@hand lets you compose and send email (text or HTML format), plus receive email from one or more accounts per user. More... Integration with many other business management tools! |
