Manage your contacts by clicking on the Contact/Clients button at the top of the calendar scheduling grid or by right-clicking on a scheduled appointment in the calendar. Our professional billing software lets you manage information for both clients and contacts in the same database. Contacts and clients can also be imported, exported and synchronized with Microsoft Outlook using the features available from our calendar icon menu. In addition, contacts can be synchronized to the database using a Blackberry®, Palm Pilot®, or Pocket PC®. Another big advantage is the ability to track time and bill clients using the contact management software module of our integrated staff scheduling, time and billing system.

Email Blaster Utility

Our Email Blaster shown below lets you send formatted messages to filtered groups of clients and contacts. Each time an email is sent, a corresponding note is automatically generated in the client/contact database. You can also use the client relationship manager to create envelopes, labels and customs letters to stay of top of your relationship with contacts, clients, staff and prospective clients.