Customer Relationship Management
The ImagineTime client relationship manager comes included in the time and billing, due date and calendar / contact management modules. It consists of several powerful tools to stay in touch with clients and contacts and effectivly promote your products and services:
- Label generators, in bulk or one client at a time.
- Generate labels to assist in packaging tax returns
- Custom letters, engagement and collection letters
- Print envelopes, with or without return address
- Firm logos can be included
- Email blaster (calendar system option)
- Filtered lists of clients or contacts
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The custom letters, lablels and envelopes can be filtered for targeted groups such as clients with balances over ninety days, or clients that use selected services. The filters are very robust and can be combined to target special groups of client or contacts. You can also generate letters to staff and vendors.
An additional feature the comes with the calendar and contact manager is the email blaster utility. This utility lets you send email blasts directly from ImagineTime and does not require any third party email utility. The emails can be filtered for targeted groups of users, such as customers that use selected products. |
