Crm4Mac uses the standard
Apple software for email, calendars and contacts. This
makes Crm4Mac extremely easy to use, because you stick to
the applications you already have chosen to use. This means
that you can continue to use Apple's applications Backup
and iSync. The step to professional contact management
never has been so simple.
Events, meetings
and birthdays.
All your meetings are noted in iCal.
In Crm4Mac you can create iCal events.
In Crm4Mac
all past and future events are in one list. Crm4Mac
offers you the opportunity to link these events to
persons or organizations in your AddressBook. You can
even specify the type of event like "visit in" and
"visit out".
Organizations,
persons and groups.
In AddressBook you create, edit or
delete persons and organizations. Since 10.3 you can
create your own fields to fit your need. Mailing and
project groups are powerful functionality of
AddressBook.
Crm4Mac
offers better insight in organizations and its
employees. Select an organization and you will get an
employee list instantly. Selecting the organization of
specific individual results in immediately filtering
of all events and documents. With one mouse click you
see all communications made with and organization or
individual. In the contact list, phone numbers and
email addresses are place behind the contact names,
making contacting them a snap.
eMail as default
communication.
Apple Mail is extremely efficient
and modern for managing your email. Regardless whether
you have 1 or multiple accounts. Advanced technology
prevents you from spam email and shows threads in
email communication.
All email
messages are grouped per individual or organization in
one view. No hassle anymore by handling many folders
manually. Even when the email address of a contact
changes, Crm4Mac will group this email to the
appropriate person.
Every document,
invoice, drawing at hand.
The Mac is our beloved and prefered
tool to create documents. Regardless whether it's
nature is business, creative of personal. There are
thousands of OS-X applications.
Any
document can be linked to a contact in Crm4Mac. This
puts you in the driver's seat in the case a discussion
will arise regarding when you sent or said what. Of
course Crm4Mac offers the possibility to register
phone calls. Simply type what you discussed and you
will know instantly when you need to call back.