Letter System
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Letter System Features

Features:

 

All business revolves around the concept of communication and correspondence. Turnkey business solutions have evolved beyond word processing systems that generate mass mailings and large distribution emails to web-based Letter Systems that let you generate and send letters to anyone from anywhere, all at the touch of a button.

 

Our Letter System allows you to configure and store a variety of templates for all business uses. You can store different letterhead styles, different signature styles and automatically populate business emails with just the right text so you never have to scratch your head for the right words. Not only that, but the whole team can use the same template so styles are consistent and political correctness is built in.

 

By integrating our Letter System with our Case Management System, our Project System or any of our other tools, you can easily find the right names and contact information for clients associated with the project, and you will have instant online reference to all the pertinent information on the case so you can quickly look up costs, facts or details that you wish to communicate. New team members ramp up quickly because they never have to spend time digging for information.

 

The main features of the Letter System are:

 

·          Generate letters instantly from templates

·          Search for letters easily

·          Attach letters to emails or print as PDFs

·          Create different letter types

·          Create different letterheads

 

The main features of the Collection System are:

 

·          Automated case tracking from case opened to case closed

·          Complete history of case steps, actions and events

·          Predefined letter templates for immediate communication

·          Complete record of all communication

·          Keeps track of contacts, phone numbers, emails and addresses

·          Easy to use web interface give you access from anywhere, anytime.

·          Complete financial tracking in multiple currencies

·          Ability to tailor your company’s processes

·          Ability to attach notes and documents

·          Remote client access 24/7

·          Sub case definition for easy case management

 

The main features of the Intranet System are:

 

·          Corporate Knowledge management with the Document Library

·          Search and share clients, vendors, and other contacts

·          Post news items

·        Create Newsletters

·          Forum for topic discussion, ideas and information sharing

·          Company Calendar

 

The main features of the Sale System are:

 

·          Enter leads and lead contact information

·          Manage opportunities and opportunity potential

·          Manage activities for conversion to sale

·          Attach supporting documentation

·          Summarize Opportunities

 

The main features of the Project System are:

 

·          Create and manage special projects

·          View project status and project priority instantly

·          Manage project activities

·          View transaction history and status anytime, anywhere

·          Define project parameters and transaction types

·          Attach documentation

 

The main features of the Financial System are:

 

·          Manage payments, invoices and transactions

·          Create different payment and invoice types

·          Document invoices, payments, transactions

·          Customize templates, letterheads, emails, etc.

·          Manage accounts in any currency

·          Search for paid and unpaid invoices, payments, etc.

·          Configure default payment and invoice types

·          View history and status at anytime