Contacts and Companies
Enter every detail your need for every contact and company you do business with.
You can enter customers, private addresses and company details. Even if you don't
find all the fields you want to enter information you can easily add your own fields.
Once added they just become part of your system like any other field.
All correspondence can also be recorded - details of letters sent or received, phone
calls, e-mails and any other communication can be easily recorded and viewed.
Bookings
'In-Contact' is an excellent bookings system and specialises in all things booking
related. You can create your own events and then quickly locate an available slot when someone calls you. Enter a few details and the booking is complete. Confirmations can be printed, emailed or even sent using SMS!
You can keep a full financial record for each contact and company so you know exacly who owes you what and why.
Diaries
Diaries allow you to manage your events, courses, staff and resources. You can create new events and courses, and add them to your diaries. Using the 'recurring event' you can quickly set up events and courses to occur weekly or monthly. Staff and resources also have diaries, so at a glance you can see exacly what is going on.
Finance
You can keep track of exactly who owes you money, how much has already been paid,
and who you owe money to. Financial reports give you an accurate picture of income
and expenses as well as debtors and creditors.
Built in invoicing allows you to raise and track invoices, so there really is no
need for a separate accounts package. This removes all the problems associated with
exchanging information with other packages. However, in the event that you did need
to do this, all the reports are exportable in csv, pdf and excel format.
Staff
Never know where your staff are? The built in staff planner allows you to see at
a glance what everyone is doing. You can book staff onto events and courses, enter
staff sick time and holidays, and view a diary for each staff member. Each staff
member can easily see what courses they are running.
Resources
Resources cover a whole set of items that you need in order to run your courses
and events. For example, you may need a projector to run a training course, or a
pool car to visit a customer. As these resources are often shared you will want
to book them to make sure they are available, and to prevent double booking.
By entering all your resources onto 'In-Contact' you can book them whenever you
need them. It is then very easy to see what resources are being used and when, and
if a resource is not available you can see who has booked it and for what.
Full Reporting
You can keep a good eye on all that is going on using the built in reports. Reports
are grouped into 4 main areas:
Financial reports: Income, expenses, invoices, banking, debtors, creditors, advertising,
promotions.
Event reports: Event vacancies, events filled, pass rates, diary in text.
Contact reports: Contacts input or updated, recent correspondence, contacts with
no bookings, booking dates to be arranged.
Staff reports: Staff contact details, staff activity.
Each of these reports is customisable by filtering, sorting and grouping so you
can get exactly the information you want. You can also export in PDF and Excel formats.