ActiveContact 2.0

ActiveContact is a web based application that enables you to manage your accounts from any web browser. Accounts can either be existing customers in QuickBooks or prospects that have not yet purchased. Customer information is shared with QuickBooks so that any changes made in QuickBooks are reflected in ActiveContact and vice versa. Prospect information is maintained solely within ActiveContact and is not shared with QuickBooks. ActiveContact supports an unlimited number of users and users no longer need to have QuickBooks installed in order to access customer information.

In addition, ActiveContact allows you to maintain additional data for accounts including multiple contacts, custom fields, related documents, and follow-up and contact history information. By maintaining multiple contacts for each account, ActiveContact can help you track contacts for owners, staff workers, accounts payable, or any other contact type that is important to your business. Custom fields enable you to define and unlimited number of data elements associated with accounts and specify what type the data is i.e. dates, currency amounts, list selections, etc. The document management features allow you to store documents and images with accounts in a common location so that all users can share access to them. Proposals and/or invoices are good examples of documents that you may want to store with your accounts. Finally, the follow-up system lets you schedule phone calls, emails, and other activities in order to insure that you maintain an active contact stream with your customers. The history subsystem keeps track of previous contact with each account.

Features

• Manage Accounts - Customers and/or Prospects - from a web browser
• Multiple users can access QuickBooks customer information without having QuickBooks installed.
• Track follow-ups and history for customers and prospects
• Advanced custom fields allow tracking of additional data elements for customers and prospects
• Store documents and images with customers and prospects
• Maintain multiple contacts for each customer of prospect
• Account list display is fully configurable
• Easy to use query builder