DataHouse - Shareware CRM and ERP for companies with a sensible budget. CRM / ERP on a small yet highly effective scale. DataHouse runs on Microsoft Access and is used by companies around the world. FEATURES CONTACTS Downloadable files for Cities / States / Postcodes for Ireland, USA, UK, New Zealand and Australia Multiple addresses per company (internal and external) Multiple contacts per company address Email, fax & phone details per contact & company Send email with a single click using Outlook Company, Contact, & History views Search & retrieve of companies or contacts Filter Contacts list Export Contact lists for mail merge etc Easy customisation by us or you Print Contact History for Current Contact with one button click Print Contact History for Filtered Contacts with one button click Print Phone List for one Company with one button click More... SALES & QUOTES Choose Salesperson and Customer from List (no double entry) Choose Products from list (no double entry) Use standard or non-standard pricing Record important dates (enquiry date, dated quoted, forecast date, sale date etc) Keep project notes Calculates total value Print Quote with one button click (example quote) Print Invoice with one button click (example invoice) Multiple currencies for Sales and Quotes More Invoicing ... More Quotations ... DOCUMENTS Document numbering system Store and retrieve document information Assign documents to Products Search for keywords More... PRODUCTS Search by keyword Organise by Category Auto-Generated and alternative part numbers 3 level pricing for price lists etc Short and Long descriptions Relate documents to parts Calculated Costs and Margins Keep stocktake information View Item Activity (goods due in / out) More... REPORTS Reports (Some Examples) 3 Tier Price List Show top 10 customers Balance Sheet Sales Report by Date More...
