Search

Find contacts and companies using our powerful integrated search engine.

On-Demand

Many people can access the contact manager simultaneously without fear of data corruption or performance problems. The only requirement is a browser with Internet access.

Flexibile Relationships

True relationship management will keep your data base fast and easy to use.

Company Categories

Information is extremely important, and being able to provide descriptions of the intricate relationships between companies to your staff is crucial. Display information such as customer, client, competitor, reseller, vendor, etc., and empower your employees by letting them know what you know about who they are talking to.

Integrate

Our CRM (customer relationship manager) has robust import and export tools, making it capable of working with external database applications. Real-time synchronization is also possible for customers who need that level of service.

Email Archive Integration

Leverage the CRM's business logic into your email system. This powerful tool allows you to retrieve and extract all emails sent to and from an individual email account in your company to see all the email correspondence that took place in a selected date range.

Multiple Offices

Whether you have one office, many offices, employees working from home, or consultants on the road, the CRM can be accessed, virtually from anywhere that has Internet access.

You Define the Data

Our technology allows you decide what information to record. We know that every organization is different and we provide training that empowers you to alter our system to suit your needs.

Capture Demographics

Create drop-down lists, checkboxes and text areas to help you store information about companies and contacts.

Query Demographics

Generate lists of user data based on demographic, geographic, purchase and subscription history.

Customize

You can change the data descriptions, error messages, layout, colors, and even workflow to make sure the applications meet your needs.

Call Logs

Track telephone correspondence and attach files easily in the CRM. Have one place where you keep all your data.

Billing

Integration with DW Alliance eCommerce shopping cart allows you to see order history, status and create new orders from within the CRM.