Secretica CRM

Features

• Documenting customer-related communication.
• Email campaigns.
• Task management with email notifications.
• Attaching, filing, and searching of documents (even the contents of attached Microsoft Word, Microsoft Excel, OpenOffice.org Writer, OpenOffice.org Calc, Adobe PDF, etc. files).
• Printable reports, drillable tables and charts.
• Reports can also be created from other databases (database manager with JDBC driver is required), thus it can be used as an Executive Information System.
• Dashboards in the main window, and for the persons, organizations, and campaigns.(charts, tables, other information panels like unread system messages, open tasks, etc.).
• Management of connections between communications, tasks, documents, etc. (linking).
• Full-text search. (Searches documents, tasks, communications, campaigns, master data of persons and organizations.)
• Data can be synchronized from other source databases (database manager with JDBC driver is required).
• Accepts data from other databases. (database manager with JDBC driver is required). (Can be scheduled.)
• Task schedule. (System tasks, data transfer, Groovy-scripts.)
• Supports multiple regional settings and multiple languages.
• Installation, Update and Administrators' Guide (Files->Guides folder)

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