| Feature |
Standalone |
Integrated with QuickBooks |
| Fast and easy 5-step start-up wizard |
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| Free 30 days online support |
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| See Frequently Asked Questions on every screen |  |
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| Link customers and suppliers to projects |  |
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| Track relationships among customers referrals, suppliers and projects |  |
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| Customisable data fields |  |
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| Filter and sort contact lists, to-do lists, project lists or history |  |
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| Schedule appointments and reminders |  |
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| Turn pop-up alerts into a letter or e-mail message |
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| Launch emails or letters with pre-filled addresses |
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| Attach files such as letters, faxes, e-mails and spreadsheets to customer records |
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| Integrates with MS Outlook and MS Outlook Express |
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| Store multiple addresses, phone numbers and e-mail addresses per customer |
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| One view of your customer, contact and financial data |
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| View customer’s open balances and revenues |
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| Link to specific financial transactions in QuickBooks |
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| One-click access to both financial and non-financial data |
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| Eliminate double entry of customer information |
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| Find your most profitable customers |
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