ContaxCRM Features
System Features and Requirements
Supplied as a Universal Binary for Mac OSX including Snow Leopard
Tested on OSX 10.4 +
Windows Version works on XP, Vista, 2003 and 7
Easy to use, Modern, Fast, Clean Interface
Requires No Installation
No Modifications made to your computer outside of the ContaxCRM folder
To 'uninstall' - Just delete the ContaxCRM folder
Requires no additional Runtime installation
Can be run from a USB drive
Online Help System
One Click Support
Single User with inbuilt SQLite, or Multi-User with MySQL
Sync the Database with iDisk, DropBox or Similar
Functionality
Contact Records
Store detailed information about your Contacts
User Defined Contact Status
Visit a Contacts Website by Clicking the Button next to their Web Address
Mark your Contacts as Customers, Suppliers, Personal, Prospect, Member or Network
Mark a Contact as Inactive, effectively Hidden, but not Deleted
Visit a Contacts Blog by Clicking the Button next to their Blog
•A Contact can be a Supplier as well as a Customer
TLRS - Traffic Light Rating System - Red, Amber, Green
Store up to five 'Tagged' Phone Numbers
Store up to five 'Tagged' Email Addresses
Contact Template Facility
Import Data from a Tab Delimited File
Import Data from Apple Address Book
User defined Contact Categories and Classifications
Specify the allowed method of communication, Phone, Email, SMS, Post
Audio Output
Contact Information and Notes can be output as an Audio File for later review, Mac OSX Only.
Document Management
Document Storage and Management, accessible from the Contact
Documents entered and stored in the Vault with ooSooMpro supplied with ContaxCRM
Email Integration
Email a Contact by Clicking the Icon next to their Email Address, the eMail is Written to Contact History
•Automatically Capture Incoming Email and Apply to Contact
Twitter Integration
Update your Twitter Status from within ContaxCRM
Send Twitter @Reply Messages to Contacts, Recorded in the Contact Notes
iCal Integration
Insert iCal Entries from within ContaxCRM, Linked to Contacts and Recorded in their Notes
Searching
Fast Searching, Sorting and Filtering of Contact information
•Contacts can have User Defined Tags applied
Notes and History
Notes Drop Zone: Drag and Drop Text Documents into Contact Notes, Recorded as History
History of Inserts, Imports and Edits
Enter your own Notes against a Contact with an Event Type:
Event Types: General, Email Sent, Email Received, Outgoing Call, Incoming Call, Visit or Order Received
Tasks
Outstanding Tasks For a Contact, Always Shown in ContaxCRM and within ooSooM
Live Mapping
Geographical Mapping Information showing Physical Proximity between businesses
Icon on Google Map coloured appropriately according to your TLRS
Appropriate Icon for Contact Types shown on inbuilt Google Map
Graphs and Charts
Real-time Charting
Connections and Relationships
User defined Connections / Relationships
Unique 'Connections' Feature - Show the Relationships and Links between You and your Contacts and your Contacts and Each Other.
MySQL Multi-User Server Edition
Multi-User MySQL edition features Users screen with Full Security Features
General
Full Screen Toggle
Extensive use of Keyboard Shortcuts
Open
You can use any generally available SQL Query tool to create your own Reports and exports if you wish.
ContaxCRM does not 'Lock you in'
•Export Capability
Capabilities in Conjunction with other Arten Science Products
Each Contact can be Encrypted using your R10Cipher license.
R10BatchMail can use your ContaxCRM data for bulk email marketing and communication
•R10Cipher can directly use your ContaxCRM database to populate it's Key Management Database
Specify the allowed method of communication - R10BatchMail will not include contacts if 'Mail' is not selected.
Support
Online Manual
Tutorial Movies
Support Forum
Email Support
Telephone Support can be provided at additional cost
Additional Functionality and Features Coming Soon
Additional ContaxCRM Modules: Sales and Purchase Orders, Products, Sales Invoicing
De-duplicate and Merge Facility
iPhone and iPad Version
Marked Features • Available Only in Version 2.0.0 Available August / September 2010
System Features and Requirements
Supplied as a Universal Binary for Mac OSX including Snow Leopard
Tested on OSX 10.4 +
Windows Version works on XP, Vista, 2003 and 7
Easy to use, Modern, Fast, Clean Interface
Requires No Installation
No Modifications made to your computer outside of the ContaxCRM folder
To 'uninstall' - Just delete the ContaxCRM folder
Requires no additional Runtime installation
Can be run from a USB drive
Online Help System
One Click Support
Single User with inbuilt SQLite, or Multi-User with MySQL
Sync the Database with iDisk, DropBox or Similar
Functionality
Contact Records
Store detailed information about your Contacts
User Defined Contact Status
Visit a Contacts Website by Clicking the Button next to their Web Address
Mark your Contacts as Customers, Suppliers, Personal, Prospect, Member or Network
Mark a Contact as Inactive, effectively Hidden, but not Deleted
Visit a Contacts Blog by Clicking the Button next to their Blog
•A Contact can be a Supplier as well as a Customer
TLRS - Traffic Light Rating System - Red, Amber, Green
Store up to five 'Tagged' Phone Numbers
Store up to five 'Tagged' Email Addresses
Contact Template Facility
Import Data from a Tab Delimited File
Import Data from Apple Address Book
User defined Contact Categories and Classifications
Specify the allowed method of communication, Phone, Email, SMS, Post
Audio Output
Contact Information and Notes can be output as an Audio File for later review, Mac OSX Only.
Document Management
Document Storage and Management, accessible from the Contact
Documents entered and stored in the Vault with ooSooMpro supplied with ContaxCRM
Email Integration
Email a Contact by Clicking the Icon next to their Email Address, the eMail is Written to Contact History
•Automatically Capture Incoming Email and Apply to Contact
Twitter Integration
Update your Twitter Status from within ContaxCRM
Send Twitter @Reply Messages to Contacts, Recorded in the Contact Notes
iCal Integration
Insert iCal Entries from within ContaxCRM, Linked to Contacts and Recorded in their Notes
Searching
Fast Searching, Sorting and Filtering of Contact information
•Contacts can have User Defined Tags applied
Notes and History
Notes Drop Zone: Drag and Drop Text Documents into Contact Notes, Recorded as History
History of Inserts, Imports and Edits
Enter your own Notes against a Contact with an Event Type:
Event Types: General, Email Sent, Email Received, Outgoing Call, Incoming Call, Visit or Order Received
Tasks
Outstanding Tasks For a Contact, Always Shown in ContaxCRM and within ooSooM
Live Mapping
Geographical Mapping Information showing Physical Proximity between businesses
Icon on Google Map coloured appropriately according to your TLRS
Appropriate Icon for Contact Types shown on inbuilt Google Map
Graphs and Charts
Real-time Charting
Connections and Relationships
User defined Connections / Relationships
Unique 'Connections' Feature - Show the Relationships and Links between You and your Contacts and your Contacts and Each Other.
MySQL Multi-User Server Edition
Multi-User MySQL edition features Users screen with Full Security Features
General
Full Screen Toggle
Extensive use of Keyboard Shortcuts
Open
You can use any generally available SQL Query tool to create your own Reports and exports if you wish.
ContaxCRM does not 'Lock you in'
•Export Capability
Capabilities in Conjunction with other Arten Science Products
Each Contact can be Encrypted using your R10Cipher license.
R10BatchMail can use your ContaxCRM data for bulk email marketing and communication
•R10Cipher can directly use your ContaxCRM database to populate it's Key Management Database
Specify the allowed method of communication - R10BatchMail will not include contacts if 'Mail' is not selected.
Support
Online Manual
Tutorial Movies
Support Forum
Email Support
Telephone Support can be provided at additional cost
Additional Functionality and Features Coming Soon
Additional ContaxCRM Modules: Sales and Purchase Orders, Products, Sales Invoicing
De-duplicate and Merge Facility
iPhone and iPad Version
Marked Features • Available Only in Version 2.0.0 Available August / September 2010