Office Titan - Premier Business CRM Software
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Office Titan is a business sales accounting software package that will handle all your needs for customer contact and management. Sales orders and quotations are generated with ease. Draw inventory directly onto the invoice. Inventory control will track all products sold and reorder as required. Simple navigation from grids makes finding files efficient. Office Titan was built on a Visual Fox Pro technology with integrated Outlook Express e-mail capabilities. See below for full feature list.


The Sales Cycle
  • Client Information Complete with Tags
  • Contact Information
  • Client Survey
  • Quotations
  • Sales Order
  • Work Order
  • Invoice Billing And Payment Collection
  • Purchase Orders

See how easy it is to generate the sales cycle from web client harvesting to sale completion with products delivered from inventory.

Empower Your Sales Team

Once your sales rep logs on to Office Titan, he/she can add new clients using default address input that actually improves their typing skills. Creating a quotation or sales order is done automatically with integrated tools. The sales orders or quotations are easy to track on the pending orders list. When the client is ready to buy, an invoice can be generated with a single button push from the sales order or quotation tool. The inventory is removed and a back order list is created if required. Shipping is accomplished by generating a packing slip and a commercial invoice if required for international shipping. A recall entry can be made for the next time this client should be contacted to keep his service flowing.

Marketing

Telemarketing, post card mailing, client addressed letters and e-mail list serving to your clients is a major function of all great marketing strategies. Office Titan has all these tools integrated for seamless operation. There is no need to use multiple programs for client marketing and sales accounting. Monitor your sales team activity to reward productivity and track commissions on their sales and their paid sales. You may want to pay your sales team upon collection of monies or upon sales written, Office Titan can handle the job.

 


 
  Features
    Easy Program Navigation 
    Message Board For Staff
    Type Items One Time Only
    Modem Reports
    Network Ready
    Mass Marketing Tools
    Easy Start Up
    Increase Sales
    Increase Profits
    Multiple password security
    Administrator Log In
    Salesman Log In
    Salesman Activity Tracking
    Desk top e-mail list server
  Customer Management 
    Address Auto Complete
    User Defined Tags
    Client Letters Sent Logging
    Appointment Book
    Appointment Recall
    Quick Note Messaging
    Point And Click Invoice
    Create Packing Slips
    Quotation Tool / Sales Orders
    Invoicing with letterhead logo
    Track Customer Credit Cards
    Built in Letterhead Logo
    Customer Credit Limits
    Remove Client - Mailing List
  Marketing
    E Marketing Tool
    Bulk Email Software
    Bulk Direct Mail Software
    Telemarketing Software
    Bulk Mail Label Software
    Letter Library (For Marketing)
    Direct Mail Merge 
    Tag Clients By Description 
    Customer Support Q And A 
    Appointment Recall 
Accounting
    Distributor Client Management
    Monthly Statements 30-60-90
    Bank Deposit Journals  
    Aged Account Receivable
    Account Receivable Navigation
    Tax Reports Journal
    Sales Accounting with COGS  
    Cost Of Goods Sold Journal
    Up to Three User-Defined Taxes
    Two Stage Security Passkeys 
    Currency Compliant
    Employee Commissions
  Inventory
    Invoicing bill to ship to address
    Inventory Control  Reordering
    Stock Requirements on Invoice
    Track Unshipped Invoices
    Generate Various Price Lists
    Tag Inventory By Department
 
  Quick Navigation To File
    Navigation Screens
    Invoices Not Shipped
    Accounts Receivable  
    Appointment Recall  
    Pending Quotes/Sales Orders
 
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