CONTACT Sage

Contact Management Software for Sales Professionals

 

To download a trial version, click Downloads

 

The full featured, easy to use, contact management system for sales professionals. Increases your client service by instantly displaying client appointments, notes, remarks, and family information. Increases your productivity by tracking appointments, automatically reminding you of upcoming marketing activities, and fully synchronizing with your Laptop and PDA. Improves your closing ratio by tracking clients though the underwriting or acquisition process. Improves your sales office productivity through full network support, support for multiple producers, multi-level password protection, and automatic system backups. Works with Microsoft Office to create emails, form letters, and custom reports.

 

Contact Sage is simple to learn and use, and is also powerful and flexible to meet your needs. Below are selected screenshots:

Complete Screenshots

 

Features:

§         store contact and financial information

§         store multiple addresses and emails for each contact

§         store family member information including birthdates and comments

§         set up and launch unlimited URL and File Links for contacts in the system (file links let you link tax returns, reports, letters, etc. and

open them from within the system)

§         80 searchable separate user defined fields for each contact type (20 text/20 date/20 number/20 checkbox)

§         daily activities with today’s birthdays, appointments, and To Do List

§         set up links and relationships between contacts (lets you link family/coworkers/etc.)

§         store unlimited notes and remarks for each contact

§         set up producers and partition the system by producer

§         set up appointments and review them through a monthly calendar interface

§         see appointments as they come due in pop-up windows

§         automatically track contacts through the underwriting or acquisition process

§         built in timer to track time spent on clients for fee based professionals

§         built in expense tracker to track expenses and mileage

§         drip marketing system to set up activity tracks and put contacts onto tracks (automatically schedule unlimited activities)

§         find contacts through any combination of information in the system (contact/note/remark/appointment/user fields)

§         automatically create emails for contacts

§         interface with group email programs for personalized emails

§         automatically fill contact information into Microsoft Word Form Letters

§         completely customizable contact report

§         automatically backup database daily/weekly

§         arrange unique contact data display for each system user

§         password protect and network the system out of the box

§         dial any telephone number on the screen (requires a modem)

§         synchronize all system data with your Laptop and PDA (Palm and Pocket PC modules included)

Complete Feature Listing

 

Prices:                                            

The retail price for the CONTACT Sage is $195. The Contact Sage comes with support for the first year including phone support for the first 45 days and email support for the remainder of the year, and 1 year of new version upgrades. Support after the first year will cost $75 per year for the Contact Sage and all modules.  By staying current with the annual cost of running the Contact Sage, you will continue to receive support and all future updates and enhancements to the Contact Sage and all modules free of charge.

 

Most contact system data can be loaded into the CONTACT Sage. Because contact system data varies in form depending on the contact system, B & I Computer Consultants will transfer contact system data into the CONTACT Sage, for a nominal fee. The CONTACT Sage runs on Microsoft Windows machines.

 

We reserve the right to change the cost of the Contact Sage and the Annual Support without prior notice. However, the Annual Support price will always remain at the level that it was at when the software was purchased.