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Companies & Customer Relationship Management » Record All Client Contact

For businesses with demanding clients it is best practice to record and log all client contact. SQLWorks allows you to do this easily – you can easily scan in all correspondence using the document manager, and keep a copy of any relevant files, you can record email histories and see invoices and transactions by project or client. You can record phone logs that automatically create tasks for the relevant people that can be traced and emailed. Using SQLWorks you can find out quickly and easily who you are dealing with the most, and retrieve all historical contact information with ease, helping you to maintain and improve your relationships with your clients.

  • Keep a digital note of all customer contact for historical purposes
  • Produce reports for clients that include project updates and correspondence history
  • Improved communication delivers improved customer relations
Record All Client Contact

What Is SQLWorks?

  • Delivers fast & accurate information on Windows, Mac and Mobile systems
  • Proven 20-year track record based on client driven development
  • Cost effective, flexible and fully configurable for all types of business

Accounts & Finance

  • Complete transaction history, in depth statistics and advanced reports are available in an instant
  • Intuitive design and layout can be configured per company, per team, or even per user
  • Fully integrated with all other systems including warehousing, CRM, diary and more

Sales Order Processing & Stock Management

  • Full sales order progression and automated/manual stock allocation
  • Component based stock ledger for bill of materials and kitting allowing for alternate construction models
  • Transaction history provides batch level recorded traceability from incoming purchase order through to outgoing delivery note

Companies & Customer Relationship Management

  • Setup and control companies with as much detail as you like sharing single contact and address records between them
  • Fully functional calendar and word processing features allow for even more integration with multiple areas of the system
  • Project/campaign management, pdf writer, built in e-mail client, spell checker and more

In Depth Features

  • Take advantage of our focused development programmes, driven by client demand
  • Become a development partner and help develop new features for future versions
  • Explore some of the key features of SQLWorks and see how they can work for you