ALCiE Contact Management

Part of the ALCiE Financials product line.

ALCiE Contact Management is a tool that complements Sales and Marketing efforts. ALCiE C/M provides a contact database that not only records contact names, but also offers Prospecting and Call log tracking functionality. Unlimited contact names can be assigned to Prospects, Clients, and Vendors. This plug-in module can run stand-alone or fully integrate with ALCiE's Financial Suite.

Partial list of standard features:

  • Contact Management master screen provides general contact information, as well as company information and notes.
  • Contact screen allows user to specify a contact type used to categorize the contact as a Prospect, Customer, Vendor, etc.
  • Unlimited user-defined Contact types.
  • Prospect Master screen includes Action Items.
  • Prospect Status and Tracking capabilities.
  • Access to ALCiE Inventory, Accounts Receivable, Order Entry, and Job Cost, if installed, during Quote entry.
  • Prospect Maintenance with virtually unlimited notes and contacts per prospect.
  • Detailed and summary sales forecasting available, in conjunction with ALCiE Order Entry.
  • User-defined sales probability percentages.
  • Salesperson tickler file and prospect tracking notes.
  • Salesperson call log/tracking.
  • Flexible reporting on a variety of functions, including: prospect master report; quote status report; status change report; schedule by due date; prospect activity report.
  • Additional tracking and statistical reports, such as salesperson trip status report, call activity by month, call activity by manufacturing code, call activity by prospect, and prospect follow-up in detail or summary formats.