ContactSoft InfoTracer - current version at SoftEmpire.com. crm, setup

ContactSoft InfoTracer gives you and your team an easy-to-use yet powerful way to get your world in order. It integrates several related areas normally spread on different software and databases. So, it manages your Information, Knowledge, Documents, Contacts, CRM and all kind of Communications, in a fully integrated way. With just one interface and database. It's the ideal solution for the Entrepreneur, Small Business and Home Office.
Awards: ZDNet "Editors Pick 5 Star", "Best Productivity Software" & "The Best Product" of Inforpor98.

Some important benefits:
- Import one or more databases or just start typing. Setup is required only for communications.
- Keep track of business and personal contacts, most of them automatically, on the Items.
- Attach documents in paper or electronic format. View or edit them with one click.
- Keep track of any kind of information, classified in up to 5 dimensions.
- View them grouped by any dimension: Entities, Folders, Categories, Owner, Delegated to.
- Filter by selection of anything you want: Item type, date, priority, etc.
- Automate and register your phone calls, voice mail, e-mail, faxes, letters and Internet.
- Attach also web addresses to the Items or Entities: log to them with one click.
- Create and attach documents from other software templates without leaving InfoTracer.
- Companies are presented in a hierarchical form: Company, Locals and Contacts.
- View their own data or contacts history at the level you want, with one click.
- Attribute Classifications and Keywords to your companies or persons.
- Get the most out of it with a sophisticated Find (text) and Search (any fields) system.
- Easily create Groups: static (chosen by hand) or dynamic (by some criteria) types.
- Segment your entities by some criteria you need and colour or group them.
- Send mail merge to a group with media priorities, depending on its availability to each one.
- Use a confidential area for each DB user.