InBizness - FileMaker CRM Solution

InBizness Features ...
InBizness is a single file but multiple table FileMaker 9 file. Each module has significant features on its own but it elevates to an entirely new level when modules cross link each other.

For example, from a staff record, you can create a timecard entry. You can then link that timecard entry to a campaign record and that will automatically link it to the client record associated with that campaign.

Below you can see (believe it or not) an abbreviate listing of the features that are available in the many InBizness modules. Features that are in red have been added with the latest release of InBizness 2.8.

My apologies for the small type below, just too many features to fit in such a small place (grin).

Key Update For InBizness 2.8 Sales Rep Dashboard - See sales rep follow up actions needed for Clients / Leads - See clients assigned directly to this sales rep - See invoices, orders, quotes & proposals assigned to rep		Key Update For InBizness 2.8 Staff Manager Dashboard - See staff directly reporting to a particular manager - See timecards by range setting of the assigned staff
New Module For InBizness 2.8 Key Features Of The Correspondence Module - Ability to create correspondence letter records - Ability to create correspondence fax records - Ability link to client, lead and vendor contacts		New Module For InBizness 2.8 Key Features Of The Expenses Module - Ability to create staff expense records - Easily created from within a staff record
Key Features Of The Clients Module - Ability to link to multiple modules - Ability to set default payment methods - Ability to see multiple linked aspects of Sales / Marketing - Ability to see multiple linked aspects of Customer Satisfaction - Ability to see multiple linked aspects of Events and Emails - Ability to see multiple linked letter / fax correspondence - Ability to see multiple linked staff time cards - Ability to see multiple linked media file records - Ability to see linked web site information - Limited data auditing on record changes - Multiple client related report activities - Link each record directly to a staff sales rep - New followup logic for each record Key Features Of The Credit Memo Module - Ability to record credits to clients - Ability to see linked invoice record information - Ability to link credits to media files Key Features Of The Events Module - Ability to link to multiple modules - Ability to duplicate and clone events - Auto link new events to logged in staff member Key Features Of The Inventory Module - two level pricing capabilities - auto deduct inventory from invoice sales - auto increment inventory from purchase receiving updates - calculate reorder amounts - flag records to include in value lists for invoices / purchases - ability to see invoice sale transactions - ability to see purchase order transactions - ability to see purchase order received sale transactions - ability to see and add inventory adjustment transactions - ability to see client sales history - ability to record basic e-store information Key Features Of The Office Equipment Module - Ability to record office equipment records - Ability to link to vendor records - Ability to link to media file records Key Features Of The Proposal Module - Ability to create milestones for proposals - Ability to link products to purchase - Ability to create linked statements and terms - Ability to link proposals to media files - Ability to convert to a quote - Ability to convert to a campaign - Ability to create zero dollar proposals - Ability to save a milestone as a template - Link each record directly to a staff sales rep Key Features Of The Quote Module - Ability to quote products and services - Ability to email out qutoes - Ability to link invoices to media files - Ability to convert to an invoice - Ability to duplicate a quote with line items - Ability to save a transaction as a PDF - Link each record directly to a staff sales rep Key Features Of The Sales Order Module - Ability to create orders for products and services - Ability to selectively move line items to invoices - Ability to link sales orders to media files - Ability to save a transaction as a PDF - Link each record directly to a staff sales rep Key Features Of The Support Module - Ability to record support issues from clients - Can link to a contact and staff record - Can link to a campaign record - Can link to a vendor record - Ability to link to media files - Ability to create related events to a support record Key Features Of The Vendor Bill Module - Ability to create bills for purchases - Ability to link payment information to finances - Ability to setup alternate payment addresses - Ability to link bill to media files - Ability to link order to purchase orders - Ability to click a purchase order line item and add automatically to the vendor bill record		Key Features Of The Campaigns Module - Ability to link to multiple modules - Ability to assign multiple events to a campaign - Ability to link to multiple media files - Ability to do batch emails - Ability to create timecards for a campaign Key Features Of The Contacts Module - Ability to link to multiple modules - Ability to see multiple linked aspects of Events - Ability to see multiple linked staff timecards - Ability to see multiple linked media file records - Ability to export vCard data - Abilily to link to batch emails in Campaigns - Link each record directly to a staff sales rep Key Features Of The Email Module - Ability to link to multiple modules - Automatically links new records to current account Key Features Of The Finance Module - Ability to link to multiple transactions - Common transactions are button activated - Ability to see not reconciled transactions Key Features Of The Invoices Module - Ability to sell products and services - Ability to email out invoices - Ability to link invoices to staff time cards - Ability to link invoices to media files - Ability to apply multiple payments to an invoice - Ability to duplicate an invoice with line items - Ability to save a transaction as a PDF - Link each record directly to a staff sales rep Key Features Of The Leads Module - Ability to link to multiple modules - Ability to see multiple linked aspects of Events and Emails - Ability to see multiple linked letter / fax correspondence - Ability to see multiple linked staff timecards - Ability to see multiple linked media file records - Ability to see linked web site information - Limited data auditing on record changes - Ability to link to a campaign record - Ability to create related quotes - Ability to create 8 follow up events via a click - Link each record directly to a staff sales rep - New followup logic for each record Key Features Of The Office Software Module - Ability to record office equipment records - Ability to link to vendor records - Ability to link to media file records Key Features Of The Purchase Order Module - Ability to create orders to products to purchase - Ability setup drop ship addresses for delivery - Ability to setup alternate payment addresses - Ability to link order to media files - Ability to link order to a vendor bill - Ability to receive products from purchases Key Features Of The Returns Module - Ability to record returns from clients - Ability to record technician comments - Ability to record receiving comments - Ability to link returns to media files Key Features Of The Staff Module - Ability to stored scanned staff signatures - Ability to create log in credentials - Ability to create and link time card records - Ability to link to event & email records - Link to equipment and software being used - Quickly enter in mileage reimbursements - Record staff degrees and performance evals - Ability to link to media file records Key Features Of The Timecard Module - Ability to link to multiple modules - Ability to see all time cards for a date range - Ability to link timecards to media files - Ability to email out timecards to clients - Ability to see client balances for billable cards Key Features Of The Vendors Module - Ability to link to multiple contacts - Ability to link to emails and events - Ability to see multiple linked letter / fax correspondence - Ability to link to finance transaction - Ability to link to purchase orders - Ability to link to office equipment - Ability to link to multiple media files

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