Designed for the small business this level entry CRM software offers contact management,a fully integrated calendar,opportunities,quotations,invoicing with receivables and a project/helpdesk module. Manage your contacts with ms word integration for sending letters, appointments and emailing A project module that includes tracking of time, materials and expenses that can be added to an invoice A fully integrated calendar system that will link events to contacts, opportunities and projects You can enter details of possible future business in the opportunity screen then convert them to quotation and onto Invoice. Email your quotations and invoices to your customers in PDF format Enter payments and track how much your customers owe with the Age debtors screen. Synchronise your data with Outlook Send your data to Excel Send HTML formatted emails to individuals or groups via Outlook or SMTP Works with most currencies
VERSION HISTORY
- Version 2.51.54 posted on 2006-06-14
Small fixes and updates including fix to the order of printing Invoice Items and problems with invoice email templates.
Program Details
- Category: Business > Accounting & Finance
- Publisher: Visionbase Software
- License: Free Trial
- Price: $150.00
- Version: 2.51.54
- Platform: windows
EULA
PLEASE READ THIS DOCUMENT CAREFULLY BEFORE USING THIS SOFTWARE. THIS LICENSE PROVIDES IMPORTANT INFORMATION CONCERNING THE SOFTWARE PROVIDES YOU WITH A LICENSE TO USE THE SOFTWARE AND CONTAINS WARRANTY AND LIABILITY INFORMATION. BY USING THE SOFTWARE, YOU ARE ACCEPTING THE SOFTWARE AS IS AND AGREEING TO BE BOUND BY THE TERMS OF THIS LICENSE AGREEMENT. IF YOU DO NOT WISH TO DO SO, DO NOT USE THE SOFTWARE. 1. Terms of License This license allows you to: (a) Use the Software on a single computer; and (b) Make one (1) copy of the Software for back up purposes. If you wish to use the Software on more than one computer, you must license another copy of the Software. 2. Restrictions on Use Unless Visionbase Software Ltd has authorized you to distribute the Software, you shall not make or distribute copies of the Software or transfer the Software from one computer to another. You shall not decompile, reverse engineer, disassemble, include in other software, or translate the Software, or use the Software for any commercial purposes. You shall not modify, alter, change or otherwise make any modification to the Software or create derivative works based upon the Software. You shall not rent, lease, resell, sublicense, assign, distribute or otherwise transfer the Software or this license. Any attempt to do so shall be void and of no effect. 3. Ownership This license provides you with limited rights to use the Software. Visionbase Software Ltd retains all ownership, right, title and interest in, to and of the Software and all copies of it. All rights not specifically granted in this license, including domestic and international copyrights, are reserved by Visionbase Software Ltd. 4. Proprietary Markings Visionbase Software Ltd logos, product names, manuals, documentation, and other support materials are either patented, copyrighted, trademarked, constitute valuable trade secrets (whether or not any portion of them may be copyrighted or patented) or are otherwise proprietary to Visionbase Software Ltd. You shall not remove or obscure Visionbase Software Ltd copyright, trade mark or other proprietary notices from any of the materials contained in this package or downloaded together with the Software. 5. Disclaimer of Warranties and Technical Support The Software is provided to you on an “as is” basis, without warranty of any kind including, without limitation, any warranty or condition of merchantability, fitness for a particular purpose and non infringement. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES, SO THE ABOVE EXCLUSION MAY NOT APPLY TO YOU. YOU MAY ALSO HAVE OTHER LEGAL RIGHTS WHICH VARY FROM JURISDICTION TO JURISDICTION. Technical support is available by email only. Under no circumstances will support be provided by any other means. All support queries are to be addressed to [email protected], where we will endeavor to reply to you as soon as possible. 6. Limitation of Liability Visionbase Software Ltd SHALL NOT BE LIABLE FOR ANY INDIRECT, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES OR LOSS, INCLUDING DAMAGES FOR LOSS OF BUSINESS, LOSS OF PROFITS, OR THE LIKE, WHETHER BASED ON BREACH OF CONTRACT, TORT (INCLUDING NEGLIGENCE), PRODUCT LIABILITY OR OTHERWISE, EVEN IF Visionbase Software Ltd OR ITS REPRESENTATIVES HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. SOME JURISDICTIONS DO NOT ALLOW THE LIMITATION OR EXCLUSION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO THIS LIMITATION OR EXCLUSION MAY NOT APPLY TO YOU. The limited warranty, exclusive remedies and limited liability set forth above are fundamental elements of the basis of the agreement between Visionbase Software Ltd and you. You agree that would not be able to provide the limitations. 7. Term and Termination This license agreement is effective until terminated. You may terminate this license agreement at any other time by destroying all complete and partial copies of the Software in your possession. This license and your rights hereunder shall automatically terminate if you fail to comply with any provision of this license. Upon such termination, you shall cease all use of the Software and delete the Software and destroy all copies of the Software and other materials related to the Software in your possession or under your control. 8. General Provisions (a) This Agreement shall be governed by the laws of the United Kingdom (b) This Agreement contains the complete agreement between the parties with respect to the subject matter hereof, and supersedes all prior or contemporaneous agreements or understandings, whether oral or written. (c) All questions, comments or concerns with respect to this Agreement shall be directed to: Visionbase Software Ltd, 127 Graham Road, Ranmoor, Sheffield,S10 3GP