Contact Management for Rental Business

Contact Management Software Link RCMS Professional links with the most popular contact management programs such as Sage CRM, Sage Customer Connect, and Goldmine.

About Sage CRM

Sage CRM is an integrated sales, marketing, customer support and call center automation solution. Sage CRM is completely Internet and WAP enabled, providing users access anytime, anywhere via a Web browser or wireless device, such as a PocketPC or WAP enabled mobile phone. And now, with the RCMS CRM Integration Link, you will have access to all of your RCMS customer account information through Sage CRM. Click here to read more about Sage CRM and the RCMS CRM Integration Link.

Full integration to other business-critical solutions you use every date, such as Microsoft Outlook and Lotus Notes, as well as proprietary systems ensure that CRM is a complete portal to all the data and applications you count on to help you manage your business.

About Sage Customer Connect

Sage Customer Connect delivers comprehensive contact management for current or prospective company, customer, and vendor records. It allows an unlimited number of contact records per company and an unlimited number of transaction events per contact. All transactions are updated in real-time for up-to-the-minute on-screen access.

Features:

Utilizes a powerful search screen to search on any field with support for filter and/or string expressions
Maintains an unlimited number of contact records per company
Tracks an unlimited number of events per contact record
Supports a real-time to-do list by pressing a single function key
Supports an unlimited number of user-defined call types
Provides a robust Quick Merge screen for OLE support to Word for documents, envelopes, and labels as well as MAPI support for e-mails
Sends and automatically logs MAPI compliant e-mail messages
Creates and automatically logs OLE documents from Word
Provides unlimited user-defined templates that can be added and customized on the Quick Merge screen
Prints customizable contact sheets for prospects, customers, and vendors with an option grid that allows the user to specify the amount of event history to include
Features remote synchronization of Customer Service data files
Provides single-click access to open orders, payables, receivables, shipments, receipts, purchase history, and more
Support for reports to be exported to Excel or HTML
Automatically generates company ID numbers in a user-defined format
Supports user-defined screen labels for key terminology
Provides SIC and company size fields for effective prospect profiling
Provides a total of 24 user-definable information fields with generous field lengths and support for memo fields
Allows eight phone numbers per contact record
Tracks subject thread number for easy management of multiple contact events
Maintains a personal memo field for each contact record
Automatically calculates call durations
Provides an unlimited memo field for each transaction event
Sales Orders can be entered from a contact record with a single mouse when linked to Sales Orders
Purchase Orders can be entered from a contact record with a single mouse when linked to Purchase Orders
Maintains a contact's alternate address, birthday, and anniversary
Allows an unlimited user-defined search capability
Provides mail merge capabilities with prospect, customer, and vendor records
Supports a separate company database from customers and vendors
Imports customer records and creates company and contact records
Imports vendor records and creates company and contact records
Supports SIC coding of companies and Title coding of contacts
Imports from external file formats
Allows nine user-defined fields to be validated by system rule tables

About GoldMine®

GoldMine Software Corporation is one of the leading suppliers of mid-market sales force automation software. GoldMine’s award-winning systems provide the best workgroup-based contact management systems available today.

With 10 years of proven experience – and more awards than all competitors combined – GoldMine® software is celebrated as the best solution for professionals and small businesses to affordably manage customers and automate sales and marketing. GoldMine® 5.0 offers flexible customer management and extensive workgroup capabilities with unsurpassed Sales Force Automation functionality.

Featuring tools to easily manage every facet of prospect and client information, GoldMine® 5.0 offers small offices, home offices and smaller-sized companies the same benefits usually reserved only for mid-market or larger corporations. Like the software itself, the reasons for choosing GoldMine® 5.0 are both simple . . . and powerful.

Note that the other features of the Goldmine link for looking up sales information from SBT Sales Order module is not functional because RCMS Professional doesn’t use the SBT Sales Order Model.

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