Designed to provide entry level management for the smaller business. AdminBase One will help keep track of your sales activity and contracts, including the recording of fitting dates and order values, while providing basic correspondence and management reporting, to help you respond to its needs as your business grows. When your company outgrows Adminbase One you can upgrade, retaining all of your existing records.

Leads

Quick Setup
Drop down lists customisable to quickly give you a database tailored to your business.

Comments
Unlimited dated comments and directions recorded for each and every lead.

Results
Know what stage each lead is at and set reminders for follow up.

Analysis
Record the lead source, products and sales person to produce reports that help you control your sales team.

Contracts



Entering contracts
Contracts are transferred from leads saving duplication or can be entered directly

Products
Define a list of your products and record these details on each contract

Fitting information
Record fitters, site address and date contract completed

Financial Records
Keep records on deposits, variations of contracts, and payments to enable reporting on orders on hand and balances outstanding

Audit Trail
Letters are recorded as they are produced

Letters

Customer Correspondence
Standard letters for each contract type and payment method automatically produced

Financials
Pro Formas, statements and receipts customised to suit your stationery

Fitting Forms
Customer questionnaires, quality plans and fitters information sheets

Fully customisable
All letters customisable with all data fields available for inclusion

Reports



Management Reporting
Standard reports provide information on the 0rderbook and project cash flow for coming weeks. Collection of outstanding balances can be monitored with comments recorded and reported on

Sales Reporting
Understand which advertising methods and sales areas perform well

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