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DataHouse - Shareware CRM and ERP for companies with a sensible budget.
CRM / ERP on a small yet highly effective scale. DataHouse runs on Microsoft Access and is used by companies around the world.
FEATURES
CONTACTS
Downloadable files for Cities / States / Postcodes for Ireland, USA, UK, New Zealand and Australia
Multiple addresses per company (internal and external)
Multiple contacts per company address
Email, fax & phone details per contact & company
Send email with a single click using Outlook
Company, Contact, & History views
Search & retrieve of companies or contacts
Filter Contacts list
Export Contact lists for mail merge etc
Easy customisation by us or you
Print Contact History for Current Contact with one button click
Print Contact History for Filtered Contacts with one button click
Print Phone List for one Company with one button click
More...
SALES & QUOTES
Choose Salesperson and Customer from List (no double entry)
Choose Products from list (no double entry)
Use standard or non-standard pricing
Record important dates (enquiry date, dated quoted, forecast date, sale date etc)
Keep project notes
Calculates total value
Print Quote with one button click (example quote)
Print Invoice with one button click (example invoice)
Multiple currencies for Sales and Quotes
More Invoicing ...
More Quotations ...
DOCUMENTS
Document numbering system
Store and retrieve document information
Assign documents to Products
Search for keywords
More...
PRODUCTS
Search by keyword
Organise by Category
Auto-Generated and alternative part numbers
3 level pricing for price lists etc
Short and Long descriptions
Relate documents to parts
Calculated Costs and Margins
Keep stocktake information
View Item Activity (goods due in / out)
More...
REPORTS
Reports (Some Examples)
3 Tier Price List
Show top 10 customers
Balance Sheet
Sales Report by Date
More...
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