Client and Contact Management
Contact111 allows you to enter an unlimited number of companies (Clients) and people (Contacts) associated with those companies. People can be related to as many companies as needed so when you edit a person's information it changes throughout the system. You can create notes and tasks and associate them with companies or people or even with projects.
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On-Line Calendar
Schedule events for yourself, your staff and all your contacts. Who's on vacation or away at an event? Regular holidays are automatically included in the On-Line Calendar.
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Document Management
You may create 'documents' for corresponding with contacts. For example, you might wish to print or send a form letter or an email message to an individual contact or a previously specified mail merge or group of contacts.
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Notes and Tasks
Enter and keep track of general notes, dated notes and tasks assigned to specific companies, people or projects. Notes identify who's responsible for it.
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Billing and Reports
Time is entered into timesheets by project to track work performed (billable and non-billable time). Non-Labor items such as purchased materials are also entered. Reports are generated by client, by project for all work done during the billing period (typically monthly). A number of reports are available with date range searches to provide you with all of the information you need.
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User Management and Permissions
Each member of your staff can be set up as a user which allows them to establish timesheets and charge time against projects for billing later. Users can be limited by permissions so the can only certain parts of the system. For example, access can be denied to the calendar, timesheets, timesheet history, project reports, billing reports, billing management, employee reports or user management. Groups can also be set up for contacts or clients or both.
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Project Management and Timesheets
Each client can have any number of projects associated with it. Each project can have a budget and be assigned a status, a workflow stage and a priority. Project workers and a project lead can be assigned to projects and company contacts can be associated with each project as well. Workers can charge time to their projects using the built in timesheet system.
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