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The Office Productivity and Automation Solution
Productivity Is Our Business
 

 

 
Professional / Consulting Firms

OfficeGT is a great fit for professionals who provide consulting and professional services.  In one day, it provides an organized means of sharing contacts and preparing correspondence customized to your business.

Navigation and terminology is designed the way the Professionals do their job saving time and money.  

OfficeGT is an EASY-to-use centralized database providing organized methods to optimize:

Marketing / Sales  <-click to learn more
• Maintain, organize contact information for targeted and mass mail
• Track project marketing activities, RFPs, proposals, etc.
• Use CRM to be informed when talking to a customer
• Track quotes, leads, follow-up dates.
• Management can see the sales pipeline real-time.

Contact Management / CRM  
• Share contact information and updates easily
• Assign multiple people to projects to organize the information flow
• Use for storing clients, consultants, and vendor information.

Automated Correspondence
• Professionals don't have time to format correspondence.  OfficeGT does it automatically in Microsoft Word.
• Create Outlook e-mails, letters, memos, fax cover sheets, quotes, proposals, forms etc.
• Correspondence has contact information, project number, name, and cc: list automatically generated for speed.

Project Management  
• Track and manage multiple projects, schedules, deadlines.
• If desired, Track budgets vs. actuals on their jobs - real time.
• Use Powerful Issues management system to manage project or client to-do's.


Electronic Timesheet / Expenses
• Makes collecting timesheets and expenses a breeze
• All timesheets accurately filled out to budgeted tasks
• Print detailed time reports for T&M billing.
Use Quickbooks?  Optional module imports the timesheets electronically.

Free DEMO , click here

Other Features for the Professional:

CRM: You do not want to have to remember all the information about each client or vendor.  The CRM feature allows you to instantly see who and when to follow-up on unfinished business.   Plus, it lets your secretary enter things on your list to do, so everything is prioritized by person, client, and date.  This gives you better control of your customers.

Within one day after installation, proposals, projects, and people are organized. With all data safely centralized, the workgroup can communicate more effectively both internally and with clients, contractors, and consultants.

Not sure if its right for you?? Then request a live demo.

Get Productive - Get OfficeGT!
Call  888-394-0653 Ext 303 for immediate assistance