InBizness - FileMaker CRM Solution

InBizness SOHO 2.3 has a number of updates including a new user interface on most form and list views, a new purchase order module, a new vendor bills module, the abiilty to receive inventory from a purchase order and more!

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CHECK OUT THE MOVIE
"UNDER THE HOOD" WITH INBIZNESS SOHO

When you purchase a copy of InBizness SOHO, it is shipped in an open format for you customization needs. Take a look at this "under the hood" video to see how the critical elements of layouts, fields, tables, relationships, scripts and more are setup! SOHO "Under The Hood"

InBizness Features ...
View client information, linked incoming and outgoing emails, view linked activities ( calls, meetings, to do ), view related purchases and even view related files such as pdf documents, excel spreadsheets, word documents and more!

Easily create new invoices for print out or delivery via email! Full purchase order and vendor bill modules that links to inventory and finance modules.

Automatically keep track of inventory levels and see product sales history at a glance! The inventory package has some of the basic capabilities to work with a PayPal shopping cart. View events that are related to a client, vendor or even campaign in a daily, weekly, monthly or range view! You can use this to see what happened in the past, what is happening today or to forecast what needs to happen in the future. Completed events turn bright red, so that you don’t confuse them with things that need to happen.

Create campaigns for both client and internal projects. Each campaign can be linked to events, clients, products and even emails! Campaigns that linked to events can be very powerful. You can enter multiple events to happen at various dates in the future. Then when you log into the database, you can see all your scheduled tasks for that day.

Easily convert tasks that were not done yesterday to be worked on today. You can easily pull up a days events and then click one button to move all the incomplete items to the current days event list.

A campaign record can be linked to clients, inventory products, events, emails and even file items. There is even a screen that shows all this linked information for a campaign. Not only can you view all this linked information from one screen, you can even navigate to it! Each linked record is show in a list and it has a magnifying glass icon next to it. Clicking this icon navigates you to that related record.

You can track financial transactions such as checks written, deposits, ATM transactions and more. Each transaction can be linked to an account and can be reported upon.

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