Profile is an affordable Lotus/Domino Customer Relationship Management (CRM) solution offering ease-of-use and customization plus integration with full-blown accounting applications.

Profile assists in all aspects of customer relations including: account management, sales notes, product information, shipping requests, customer records and maintenance tracking. Profile is flexible and can be used to generate service contracts and customer invoices. 

Profile is a complete customer communications and relationship management system for Lotus/Domino R5 or greater. It is easily recognized as a Sales and Marketing solution, however, it includes Customer Service and Help Desk capabilities as well as Collection Call Tracking.

Profile can be used as Business to Business (B to B) and Business to Consumer (B to C). 

Using a  single database, all these functions are integrated into one easy to use solution.

Domino Replication is supported to allow mobile synchronization. This lets remote offices or on-the-road sales staff remain current on all types of customer communications and events.

Use Profile on your desktop client, portable PC, or handheld device.

Features:

  • Automates and tracks the sales process.
  • Provides the sales force with the tools to win and retain customers.
  • Mail merge.
  • Customer Service.
  • Warranty, maintenance tracking.
  • Help Desk.
  • Document tracking for customer support calls.
  • Provides user-defined categories.
  • Unlimited phone numbers and types per contact.
  • Unlimited addresses.
  • User-defined sorting and reports.
  • Unlimited note fields.
  • Watch lists automatically E-mail copies of detail account contacts.
  • Incorporates Lotus Notes day and time planning as well as mail capabilities.
  • Keeps you current on business relationships. Store account information and have  instant access to data about your contacts and customers. 

If you are interested in a demonstration or learning how Profile can improve communications and relationships with your customers, please contact Dominic de Lacy at 978-282-1120 or e-mail to: dom@pararesearch.com