Designed from the ground up to work with QuickBooks, ActiveContact provides an easy to use web based contact management solution for QuickBooks users.
ActiveContact is a web based application that enables you to manage your customer 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
- Quick search in account list enables quick and easy searches on any data field
- Account list display is fully configurable
- Easy to use query builder
- Query results can be used to generate emails, export data, and schedule follow-ups
Technical
SaaS (software as a service) Product
- It's quick and easy to deploy and requires no additional infrastructure investment other than a reliable Internet connection. The benefit of SaaS include:
- • No client or server software to install or maintain
- • No need to buy additional hardware or servers — instant scalability
- • Lower initial costs due to the monthly subscription model
- • Significantly shorter deployment times get you up and running in days, not weeks
- • Accessibility to the application from any Internet-connected computer
- • Always up-to-date with the latest features at no extra charge
- • No need to maintain a labor-intensive patch and upgrade process
- • Reduced reliance on IT staff for software support
System Requirements
Web-based and hosted on the Intuit Workplace. Delivered to your web browser using Adobe Flash technology and will work with any browser that supports Flash.
Technical Support
Free email based support. Free telephone support for 30 days. Priority telephone support available after that for nominal annual fee.
Learn More: [http://www.synergration.com ActiveContact]
Tech Support Telephone
610-995-9630
Tech Support URL
http://www.synergration.com/support.aspx