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Insight Contact Management Pro

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Insight Contact Management Pro Editor's Review

The software for contact management can deliver a lot more than only keeping the phone numbers and addresses of clients and inquiries for your company. Think about some of the additional advantages to utilizing software of contact management the perfect manner. In case your existing software of contact management contains just the email address and contact number of each inquiry, customer or lead coming into your company, how can you probably separate this data into useful tools of sales? By having relevant data inputted into your program, you can without any difficulty separate out your clients into diverse lead classes. You could have one particular group for only shopping and one more group for set to purchase now and yet one more group for previously purchased. Succeeding your inquiries and leads this manner provides your sales team more prospects to concentrate on those persons who are set to become clients of your business immediately that boosts business profits and productivity of your staff. At the time you can exactly locate which clients are ready to purchase and what they are likely to be paying attention in. It can be mainly helpful in case you have a lot than one available product. By categorization the data correctly in the software of your contact management, you can enhance the opportunities of your sales by being capable to pitch just those particular products you recognize will be of attention to those clients. You can easily set follow-up reminders, manage your important contacts, and track account with this modifiable multi-user based program.
 
You can also execute e-mail Merges, print labels and envelopes and also make custom reports. With the help of this software you can sort, list and search contacts with any specific fields combination. You can also execute SQL query to make dynamic contacts lists. Each and every contact has infinite notes, Email addresses, phone numbers, and links. Some of the attractive features of Insight Contact Management System contain integrated mail merge and Report Writer to quickly print envelopes, labels, combine different type of reports and documents, with the new simple-to-use feature of Report Writer. The function of email merge helps you to simply make and send HTML e-mail utilizing the mail Merge feature. This software can be utilized to e-mail any specific contacts together with Filtered Lists, SQL Query, or also to one or more chosen Individuals. Executing the e-mail merge with this powerful software is only as simple as sending a normal email! With the help of this software you can easily track the mail!
 
You can also see the entire history of every contact, together with mass mailings. You can also stain them for transcribe if needed. The feature of integration with Outlook helps you to send Outlook based e-mail straight from insight expert. You can also utilize the New and attractive Toolbar in the Outlook express to add imminent contacts, forward or Reply email with the Insight Activity without exit Outlook. With the help of this software you can easily track any particular number of meetings, tasks, email and some other activities to numerous Contacts. Overall, I'd rate this software 3/5.



Insight Contact Management Pro Publisher's Description

Manage your contacts, set follow-up reminders, and track history with this customizable multi-user program.
Perform e-mail Merges, print envelopes, labels and custom reports. List, sort and search contacts with any combination of fields. Perform SQL query to create dynamic lists of contacts. Each contact has unlimited notes, phone numbers, Email addresses and links.

Insight Contact Management System Features:
New Features for Release (Now Available!)
Professional Version only:
Integrated Report Writer and Mail Merge - quickly print Labels, Envelopes, Merge Documents, and Reports, with the new easy-to-use Report Writer. Includes Wizards to create new Labels, Envelopes and Reports.
Email Merge - Easily create and send HTML e-mail using an e-mail Merge. Can be used to e-mail any Contacts including SQL Query, Filtered Lists, or even to one or more selected Individuals. Performing an e-mail merge with this software is just as easy as sending a regular email !
Track Mail and e-mail Merges with Activity Tracking! See the complete history of each Contact, including mass mailings. You can even mark them for follow-up if desired.
Integration with Microsoft Office Outlook - Send Outlook e-mail directly from Insight Professional. Use the New Toolbar in Outlook to add Insight Contacts, Reply or Forward email with an Insight Activity without leaving Outlook (Office XP, 2003, or 2007).
Prospect Tracking - track any number of tasks, meetings, email and other activities to multiple Contacts all under one sales 'prospect' (or 'project').
Import Templates - Now save an Import in a Template to make future Imports/Updates from that data source very quick and easy.
Both Professional and Lite Version 3.0:
Integrated Spell checking for Email, Notes and any Merge documents you create.
Now supports HTML formatted Email.
Automatic Program Updates - new updates are automatically downloaded and installed for you.
Database upgrade - the software is now much faster and more efficient.
The Innovative Record Search feature now has a new 'Filter' mode. Quickly display only records that match the text you type. As with the original 'Search' mode, can filter by any number of fields simultaneously.
New list formats:

Address List: Shows every address for each contact.

Hyperlink List: Displays all web addresses, documents, and other 'Links' to each Contact.

Prospect / Project List [PRO ONLY]: Displays all activities and notes for each sales Prospect (or Project) you are tracking.

A Tutorial will be included on CD (ordered separately) [available soon].

Windows Vista and Office 2007 compatible.
Many other enhancements and improvements have been made throughout the software for this new release.

Insight Contact Management Professional:

Activity Tracking - tracks all email, meeting notes, and other correspondence or dated notes to individual contacts. Set auto reminders for follow-up.
Set Follow-Up Reminders - set reminders to follow-up anyone or any task.
Custom Views - Save a Special List Format to Display and Sort by virtually any fields in the database. Filter by Contact Groups or other selection Criteria. This specially formatted List can then be displayed at any time with a single click.
SQL Query - Easily create and save SQL Database Queries. The SQL Query can select, sort and display your Contacts by virtually any field in the database. Any Saved Query can later be accessed with a single click.
Synchronize with Microsoft Outlook Contacts - Update Your Corporate Outlook Address Book and receive Updates from Outlook. Great for use in a Corporate environment and for using PDA's (Outlook will Sync to your PDA).

Lite and Professional versions:

Multi-User Capability Both Lite and Professional Versions Are Multi-User - everyone in the company can share the Same Data.
The 'Contacts Explorer' displays and organizes all your contacts into your own Groups and Sub-Groups.
Unlimited Phone Numbers, e-mail and physical Addresses for each contact.
Tracks local calling Area Codes and local Long Distance numbers for multiple Locations (U.S. and Canada Only).
User definable labels for phone numbers, email addresses, dates, and special 'User Defined' fields.
Put Voice Menu Selections, Office hours or any other information in each Phone Number, Email, or Address record.
Get an On-line Map to most addresses in the US, Canada and 16 European Countries with one click (Internet connection required).
Now supports International phone numbers and addresses.
Customize virtually every field in the Database.
Unlimited notes for each Contact.
Reminders for important dates (such as birthday's, anniversaries or any user defined date for a contact).
Unlimited Links to Web Pages, Documents or folders for every Contact Record.
Now supports any e-mail Program and allows address labels and hidden distribution lists.
Import Microsoft Outlook Contacts, Distribution Lists and Categories.
Export and Import in a variety of formats.

Free download from Shareware Connection - Manage your contacts, set follow-up reminders, and track history with this customizable multi-user program.

Publisher: Welborn Software, LLC. | License: Shareware | Price: 159
Version: 3.1.11 | Size: 15861 KB | Platform: Win2000, WinOther
Released Date: | Rating: 5 | Title: Insight Contact Management Pro

Author Url: http://welbornsoftware.com/
Program Info Url: http://welbornsoftware.com/
Download Url: http://www.welbornsoftware.com/pages/ICMSetup3P.exe

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Shareware Connection periodically updates pricing and software information of 'Insight Contact Management Pro' from company source 'Welborn Software, LLC.' , so some information may be slightly out-of-date. You should confirm all information before relying on it. Software piracy is theft,  Using 'Insight Contact Management Pro' crack, password, serial numbers, registration codes, key generators is illegal and prevent future development of Insight Contact Management Pro.

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