| Features |
Standalone |
Integrated with QuickBooks |
| Fast and easy 5-step
start-up wizard |
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| Free 30 days online support |
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| See Frequently Asked
Questions on every screen |
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| Link customers and suppliers
to projects |
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| Track relationships among
customers referrals, suppliers and projects |
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| Customisable data fields |
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| Filter and sort contact
lists, to-do lists, project lists or history |
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| Schedule appointments and reminders |
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| Turn pop-up alerts into
a letter or e-mail message |
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| Launch emails or letters
with pre-filled addresses |
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| Attach files such as
letters, faxes, e-mails and spreadsheets to customer records |
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| Integrates with MS Outlook and MS Outlook Express |
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| Store multiple addresses,
phone numbers and e-mail addresses per customer |
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| One view of your customer,
contact and financial data |
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| View customer’s open
balances and revenues |
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| Link to specific financial
transactions in QuickBooks |
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| One-click access to both financial and non-financial
data |
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| Eliminate double entry of customer information |
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| Find your most profitable
customers |
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