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Contact Relationship Management

The Helper Series  Contact Relationship Management System allows you to control every aspect of  your contacts from one easy-to-use, centralized location. A wealth of information for each contact, including his or her personal data, commitment schedule, historical journal, and associated projects and/or billing accounts, is all placed right at your fingertips to make the complex task of managing client and contact relationships a snap. When a client walks into your office,  you instantly have access to all information related to that  client.

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The Helper Series Contact Relationship Management System is made up of a countless list of features designed to be incredibly easy to use. Features include multiple address, phone numbers, and email addresses for each contact, 100 completely customizable user defined fields, integrated e-mail, a built in auto dialer, and one-click access to any projects or billing accounts related to that contact through our unique  Triple-Linkage Filing System.

The Helper Series also has many other advanced contact relationship management features that are unique in the industry:

Our contact communication system allows information  for a single contact to be merged quickly and easily with not only documents,  but also labels and envelopes with any one of several word processor applications.
A unique "flagged" document system allows you to "flag" your mailings over the course of the day and then handle all of your  printing at the end of the day, or even have an assistant handle the task.
Automatic customer relationship journaling features  mean that if desired, almost any communication made with a contact will be immediately logged in that contact's historical journal for later reference.
One click contact commitment linkage puts your planner together with your rolodex like never before.

Of course, this is just a small portion of the features that make up the Helper Series Contact Relationship Management System.  Please feel free to download a risk-free, fully functional demonstration  version of the Helper Series for evaluation or contact our sales department at (513)793-2240.

 

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