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Contact Management

This Program brings you world class Project Management. It increases Project control while enhancing productivity and efficiency by measurable amounts. Interfaces with Service and Job Costing. The Visual Project Manager has specific tools for project managers and customer service reps. It handles all requests into the organization and all the activity performed on a customer or project – whether it’s billable or not. It is filled with options for collecting, sorting and filtering data based on products or services to sell or be sold. It tracks every stage of the pipeline and allows probability assignment to each stage. Know the real cost of customer service policies, the effectiveness of personnel. It documents all customer interaction and makes that valuable information available throughout the enterprise and can be sorted and filtered. Everyone in the company can have access to every instance of communication with each client or customer, or not, based on permissions. This tool acts as a shell upon which other VAM activity is initiated (always related to a project and contact). Whether that activity is related to Sales, Front end Call Center, Production, Job Management, Service, or back office activity, all work is more easily co-managed, scheduled, and prioritized using inherent Request and Activity management functionality. Business rules and desired workflow can be predefined and managed through the RM Control Panel. This tool helps Users to stay on task and identify priorities. For management, it allows you to track opportunities and responses more closely, defining profitable methods and people for enhancement and identifying problematic methods for correction. Finally, use the power of AccountMate to consolidate your activity and increase the effectiveness of Customer Service, Sales, and Project Management. By: Analysis & Information Services, Inc.

GoldBand2 integrates AccountMate with GoldMine. AccountMate is a great accounting system. GoldMine is a great contact manager. Avoid time consuming and error prone duplicate data entry. Let GoldBand2 automatically transfer customer, vendor and sales information to GoldMine and contact information from GoldMine to either customer or vendor files in AccountMate. Set it up once and schedule GoldBand2 to run at regular intervals or on demand.
You can customize the mapping of information transferred between the systems. You can even transfer from or to User Defined fields in GoldMine as well as custom fields in AccountMate.
Click on the links to download and install the FREE trial software. Stop duplicate data entry today!
By: Figtree Consulting, Inc.
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Third party software included on this site has not been tested and is not endorsed by AccountMate Software. Technical support and warranties are the responsibility of the issuing company.
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