Ideal Accounts - Features

WOW That's a lot of features!	vtiger CRM	CRM CUSTOM	CRM+ eCommerce	CRM+ QuickBooks Integration
Sales Force Automation
Lead Management
Account & Contact Management
Opportunity Management
Sales Quotes
Email Support
User Management
Profiles
Roles
Groups
Organization-level Access Control
Workflow Manager
Accounts Hierarchy
Email Status Tracking
Customer Support & Service
Trouble Tickets
Knowledge Base
Attachments for FAQ
Customer Self Service
Online Knowledge Base
Marketing Automation
Campaign Management
Mass Mailing
E-mail Templates
Custom Fields in E-mail Templates
Mail Merge Templates
Inventory Management
Products Catalog
Quick Create Products
Services for Labor Items
Price Books
Vendor Management
Purchase Orders
Sales Orders
Worksheet (Print salesorder without prices)
Invoices
Recurring Invoices
Activity Management
To Dos, Meetings & Calls
Recurring Events
Shared Calendar
Activity History
E-mail Notifications
Notes
Popup Reminder Support for Calendar Events
Productivity Add-ons
Email Client
Outlook Plug-in
Office Plug-in
Thunderbird Extension
Customer Portal
RSS Feeds
Webforms
Mozilla Firefox Plugin
Reports & Dashboards
Key Metrics
Customizable Reports
20 Pre-built Reports
20 Pre-built Dashboards
Report Folders
Easy Creation of Custom Reports
Other Features
Feedback and News link for Administrators on Home Page
Recyclebin Feature
Role based Custom Filters / Views
Sequence Numbering for All Modules
Users filter for Calendar events in Calendar view
Duplicate Record Merging
Backup Server support (local and ftp)
Home Page Customization
Layout Editor
Mail Scanner
Mass Edit Feature
Record Change Indicator
Asterisk Integration (make and receive phone calls)
Vtlib - for Developing Custom Modules
Module Manager
Field Formulas
PDF Configurator
Product Customization
Custom Fields (10 different data objects)
Pick Lists
Custom List Views
Drag & Drop Modules
Currency Customization
Worker Time Tracking & Reporting
Three Workers Can Track Time on one Sales Order or Invoice
Payroll Report - Hours Worked Each Day, % Billable vs. Non
Sales Commision Report
Billable Hour Commission Report
Custom Fields Typically Used for Service
Enhanced Scheduling
"One-click" Button Creates Outlook Calandar Item From SO
Geographic Mapping and Resouce Deployment	WE SEEK A SPONSOR FOR THIS, CALL
Enhanced Sales Orders & Invoicing Pages
Multiple Sales Tax Codes
Contact Name, Phone and Email on Sales Order
Create Purchase Order "One-click" Button
Shows Customer Credit, Terms, Contract and Other Info
Additional Status Fields
Order Taken By Field
Auto populate Labor Rate and Primary Contact based on Account selected
eCommerce Integration With Zen Cart
Automatically Creates New Customers From Web Into CRM
Automatically Creates New Orders From Web Into CRM
Automatically Creates New Parts From Web Into CRM
Updates Web With CRM Inventory Quantities and Prices	WE SEEK A SPONSOR FOR THIS, CALL
Updates Web With CRM Images	WE SEEK A SPONSOR FOR THIS, CALL
Updates Web With CRM Descriptions	WE SEEK A SPONSOR FOR THIS, CALL
Quickbooks Integration
Pro, Premier, Enterprise and POS	A custom item we can do for you. Please call.
New CRM Customers Copied To QuickBooks
New CRM Purchase Orders Copied To QuickBooks
New CRM Invoices Copied To QuickBooks
Point Of Sale (POS)
Custom Fields (10 different data objects)	WE SEEK A SPONSOR FOR THIS, CALL
Pick Lists	A custom item we can do for you. Please call.
Customization
Call for more info 877-905-0024


	October 2, 2008 - Microsupply.com celebrates their one year anniversary using CRM+ecommerce +Quickbooks. Chris Reinhard General Manager says "This is great stuff, no more double entry of orders! We saved tons of money this year." October 30, 2008 - We just added 9 new features to CRM+ Service. See the features webpage.