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• The registration and maintenance of new, potential and prospective clients information.
• The maintenance of unlimited and secondary contact information associated with each client.
• The maintenance of client, potential and prospect contact history logs that record all communication/ events throughout the life of the client data record.
• The provision of a master Action History list for all customers.
• Full dairy facilities for the user.
• User expense sheets.
• Automatically updated diary facility.
• A mailshot and standard letter module allowing the creation and maintenance of mailshots, linked to the relational client database.
• Invoice/debtors overdue system and display.
• Basic accounts and invoicing package.
The Tickle Group L td
"We have used DNA’s Client management system for several years now and it still provides a key function to our business" Tony Tickle
Business For Profit Ltd
"The Customer Relationship management System allows me to run multi-businesses from one central database. I have extensive knowledge of products on the market for SME’s and this is clearly the best and most user friendly" Mark Harris