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OfficeGT by BCA Technologies, Inc.
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The Office Productivity and Automation Solution
Productivity Is Our Business
  

 

 
Contact Management / CRM Features
Contact management software
  • Full Featured Contact Management
  • Track Customer Relationships / Service (CRM)
  • Automatic Word document generation
  • Automatic Outlook e-mail generation
  • Integrated with Project Management Features
Improve your customer service and office efficiency immediately with OfficeGT's integrated features !
 
In most small companies,  each employee is maintaining their own company contact information.   In addition, each person (or their assistant) re-enters the information every time they create a quote, letter or form.   For project-based businesses, they have to remember everyone involved in the project and individually look up their contact information to cc: the correspondence to them.   Think of these processes being repeated every work day and multiply it times the number of e-mails, letters, memos, transmittals and other forms going out every day.  The time is staggering.
 
OfficeGT solves these problems and organizes all customer, vendor and project information into one central database.
 
The Entire Office Will Be More Productive by...
  • Eliminating the re-entering and typing of contact information in all documents. 
  • Centralizing the data so everyone has the latest information with no duplication of effort
  • Allowing fast lookup of the information for everyone.
  • Track sales contact, quote, and sales activity
  • Track service requests and comments
  • Allows sales, service, management to see customer touch points for better customer service
  • Store notes about companies and contacts for their unique requirements
  • Integrated with powerful CRM ( Customer Relationship Management ) features for tracking customer quotes, sales, service, support, and contact history

Features

  • Single click search to find contacts by company name, contact category, person's name, etc.
  • Seamlessly maintain an unlimited amount of individual contacts for a company
  • Easily create correspondence with automatically filled out Microsoft® Word® Templates.
  • Generate Microsoft® Outlook® e-mails quicker (especially with cc lists)
  • Design your own queries for mail merges, holiday greeting card lists, email, and marketing lists.
  • Quickly import the OfficeGT contact list to Microsoft® Outlook® on your PC or laptop.  If you use a PDA, your Outlook Sync feature will get the contact data into your PDA
  • Track quotes, sales, service, complaints and categorize contact points using CRM feature
     
    • Contact information is easily exported and imported to Microsoft Outlook™ Contacts
    • Provides up-to-date marketing lists and integrated mail merge marketing letters
    • One-click correspondence generation
    • One-click e-mail generation
    • Powerful Customer Activity Tracking with built-in CRM module
How OfficeGT works with Outlook 2003, 2000, 97 (and Outlook Express)
We think Outlook is a great program, but it is crippled if you are a project based business or if multiple people want to work together.  We carefully design OfficeGT to integrate with Outlook, but provide powerful client/server, project management, CRM and Word automation to turbo-charge everything you do with contacts.  So users keep using Outlook for receiving and managing emails, but use OfficeGT for collaboration, CRM, project management, and correspondence generation.   If you can't visualize this, please contact us for an on-line demo.
 
contact management software with correspondence automation   Microsoft Office 2003  Microsoft Office 2000       Microsoft Office 97
 
OfficeGT's Contact management / CRM is integrated with Correspondence generation and project management modules.
 
Get the free demo to see how powerful this can be for your company.