delight crm is the perfect tool for companies, associations
and self-employed, who need fast and flexible access to address data,
correspondence, campaigns, documents,
events, tasks, emails, SMS, letters, invoices, quotes,
reports, etc.
It can handle detailed address data, a photo
or company logo, documents, notes and pictures and manage detailed journal
history to each address. All correspondence including documents, emails, SMS,
phone calls etc. of an address are stored in the journal history.
With the graphical appointment management,
multiple calendars can be managed at the same time people, rooms and equipment.
On request, appointment confirmations can be sent automatically by email or
SMS. All pending tasks are listed in the task list.
With the order, offer- and accounting management articles can offered,
sold and invoiced. Thanks to the cash book accounting and invoice list one have
their numbers and need always at a glance.
The Campaigns management, which is available
from the professional version, handles your advertising campaigns, the planning
of events etc.
To manage your customers and contacts in a tree structure,
each address can be assigned to different address groups.
One easily can add own address fields and manage them in different
categories. You see only the relevant fields at each address. Not required
fields will be hidden automatically.
The integrated birthday list shows what
customers, suppliers, employees, or business partners celebrate their
anniversary in the next few days.
With phone call recognition the address of incoming
phone calls can be displayed automatically. Phone numbers can be dialed
with just one mouse click.
One can add as many reports and templates such
as e.g. letters, form letters, address lists, labels, envelopes, name plates,
attendance lists, detailed address letters, templates for emails, etc. as
needed. There is no limitation.
All master data, fields, templates, macros, and settings of
the software can be adapted and edited very flexibly to your needs.
Detailed descriptions of the features you can find here see.
For installation instructions and manuals please
see downloads.