Elements CRM 2.0

Elements CRM 2.0 is considered as an ideal Customer Relationaship Management solution for business and enterprise taking charge of your business, managing the relationships with both current and potential customers.

Elements CRM is a delicate blend of design, functionality and expandability. The internal structure is just as beautiful as the external interface with its aesthetically pleasing design. Functionality goes beyond the basics by melding your desktop and the web, producing the ultimate user experience. This unique platform provides seamless integration with Apple® software, previously unimagined in a web application.

With Elements CRM, you can manage your contacts, calendars, sales, inventory, projects, documents and so much more. Elements streamlines company processes and boosts customer satisfaction with its customer relationship management tools. The best part is, it is arranged in a simple layout that is supremely easy to learn.

Major Features:

1. Admin
   • Configure preferences and email settings.
   • Manage your Contractor's information.
   • Manage employees and assign access permissions.
   • View your organizational chart.
   • Define your company information and departments.
   • Manage company locations and resources.
   • Set tax jurisdictions.
   • Schedule and manage company calendar events.
   • Create employee roles and set bill and pay rates.
   • Monitor company usage of storage space within Elements.
   • Subscribe to RSS news feeds to be viewed by your team.
   • View legal information about Elements and Ntractive.
   • Review and manage detailed billing associated with Elements .
   • Export company data in XML or CSV format as often as you'd like.
2. Home
   • Review and manage your priorities of the day.
   • Manage your personal contact information.
   • View your department and company directory.
   • Contact your colleagues through iChat, email and Skype.
   • View your company's organizational chart.
   • View legal information about Elements and Ntractive.
   • Track FedEx® packages.
   • Set your basic program preferences.
   • Configure your Dashboard settings.
   • Read the latest RSS news feeds.
   • Define Flashbacks (just like Bookmarks in Safari).
   • View a directory of Contractor's your company works with.
3. Calendar
   • View calendar by week.
   • Add events and post to your iCal.
   • Set Calendar preferences.
   • View Calendar for day, month and year.
   • Check availability of locations and resources.
   • Review calendars of each employee.
   • Schedule personal, department and company events.
   • View and manage To Do Items and project tasks.
4. Message
   • View analytic charts.
   • Configure outgoing email server settings.
   • Send and receive internal messages with colleagues.
   • Receive meeting invitations and project messages.
   • View system messages from issues and features reported.
   • Forward messages to other colleagues.
   • Send external emails.
   • Set message priorities.
   • Set internal message preferences.
   • View and send attachments internally.
   • View sent messages and the date and time they were read.
   • Begin an iChat conversation with colleagues.
5. In/Out
   • View analytic charts.
   • View department and company status board.
   • Create time sheets for time spent on projects or accounts.
   • Create time sheets for tracking external contractor's time.
   • Check in and out of Elements for time tracking.
   • Check location and expected return time of colleagues.
   • Review and edit time sheets for projects and accounts.
   • Generate time sheet reports.
6. Contacts
   • View analytic charts.
   • Call contacts using Skype.
   • View and edit personal contacts.
   • Set map and display preferences.
   • Begin an iChat conversation.
   • View a contact's Linkedin account.
   • Convert personal contact into company contact.
   • Import contacts from the Address Book on you Mac.
   • Share contact info with other Elements users.
   • Send contact an email using your mail server.
   • View Google map and directions to their location.
   • View and edit company contacts.
7. Notes
   • View analytic charts.
   • Create and edit notes.
   • Print notes for viewing convenience.
   • Share notes and to do's with colleagues.
   • Quickly add notes from your Dashboard.
   • Add to do items, also shown in the Calendar and Home Element.
   • Expand your notes box to create increased working space.
   • Set alarms, priorities and due dates for To Do Items.
8. Product
   • View analytic charts.
   • Add and manage payment terms.
   • Store and easily edit product details.
   • Set product and purchase order preferences.
   • Create, print and email purchase orders.
   • Manage purchase order approval process.
   • Monitor, reorder and receive inventory.
   • Make inventory adjustments.
   • Create custom categories to define products.
   • Store and edit vendor and manufacturer's information.
   • Create product components for manufactured items.
   • Associate labor items with products or components.
   • View and manage projects associated with products.
   • Store issues and feature requests associated with products.
9. Sales
   • View analytic charts.
   • View panoramic customer sales overview.
   • Define and generate reports on sales class.
   • Configure parent/child relationships between contacts.
   • Generate custom exportable mailing lists and email lists.
   • Convert and move company contacts.
   • Track important dates tied to your customers.
   • Email Estimates and Invoices which customers can pay online.
   • Perform Mail Merge using Pages or Microsoft Word.
   • Add a time-stamped note to a history record.
   • Import and export accounts in XML or CSV format.
   • Define custom contact roles.
   • Define account types (i.e. leads, customers, etc.).
   • Generate Quick Reports with an account overview.
   • Set general account preferences.
   • Assign accounts to individual employees.
   • Create custom categories to define accounts.
   • Add and manage credit and payment terms.
   • Import accounts from your Mac Address Book.
   • Create, view and edit contact details about each account.
   • Add people and locations associated with each account.
   • View a Google map to an account's location.
   • Hide customers' financial data from users.
   • View and manage projects associated with accounts .
   • Send an email to an account with one click.
   • Download an account's vcard.
   • Generate and view calls in your call queue.
   • Process credit card payments.
   • Add and manage feature requests.
   • Create and manage estimates, invoices and sales orders.
   • Convert estimates to invoices with one click.
   • Generate sales, account, category and salesperson reports.
10. Finance
    • View analytic charts.
    • Store and manage company assets.
    • Set invoice and tax preferences.
    • Generate specific tax and asset reports.
    • Add and manage payment terms.
    • Customize and manage online bill pay.
    • Import items, customers, jobs and vendors from FirstEdge.
    • Post products, sales, PO's and vendors into FirstEdge.
    • Import items, customers, jobs and vendors from AccountEdge.
    • Post products, sales, PO's and vendors into AccountEdge.
    • Use Authorize.net or Paypal for credit card processing.
    • Generate invoice, time billing and project statements.
11. Developer
    • View analytic charts.
    • Report product issues and request features.
    • Establish priority levels and assign to specifc employees.
    • Attach files associated with issues and features.
    • Send internal messages about issues and features.
    • Attach issues and features with products, accounts or projects.
    • Post solutions and mark issues and features as complete.
    • Track statistics on progress of development.
    • Set developer preferences for issues and features.
    • Generate multiple detailed issue feature reports.
12. Projects
    • View analytic charts.
    • Add project notes stamped with a date and time.
    • Set project stages and quickly view the stage of each project.
    • Assign tasks to project stages with automation tools.
    • Create custom categories to define project information.
    • Create project and task templates.
    • Set project preferences and project types.
    • Attach projets to products or customers.
    • Approve and manage submitted projects.
    • Set project priority level.
    • Assign task risk level.
    • Create and manage private projects.
    • Manage people associated with each project.
    • Store detailed information about each project.
    • Attach documents to projects.
    • Send internal project messages.
    • Manage project issues and features.
    • Manage, track and update task progress status.
    • Manage billing associated with projects.
    • Develop and edit project and task budgets.
    • Order and manage products required for tasks.
    • Generate detailed task and project reports.
13. IT/MIS
    • Store and edit network inventory details.
    • Store and edit hardware inventory details.
    • Store and edit software inventory details.
    • View and manage vendor information.
    • Manage locations for inventory storage.
    • Manage important passwords for company-wide access.
    • Report, manage and review IT issues.
    • Request, manage and review IT features.
    • Perform a Domain Name or IP Address lookup.
    • View the Internet Assigned Numbers Authority Port List.
14. Images
    
    • View analytic charts.
    • Email images using your mail server.
    • Drag and drop images into Elements.
    • Store personal, department and company images.
    • Set categories and ratings to each image.
    • Download and edit images in the application of your choice.
    • Index previous versions of images.
    • Store spec details about each image.
    • Set categories and ratings to each image.
    • Download and edit images in the application of your choice.
    • Index previous versions of images.
    • Store spec details about each image.
15. Documents
    • View analytic charts.
    • Email documents using your mail server.
    • Drag and drop company documents into Elements.
    • Store personal, department and company documents.
    • Set categories and ratings to each document
    • Check out documents for editing.
    • Index previous versions of files.
    • Share documents with your department or company.
    • Assign documents to products, sales accounts or projects.
    • View documents associated with other Elements.

Requirements:

• Mac OS X 10.4, 10.5 or 10.6 (Snow Leopard)
• Internet connection (Broadband or better)
• 1024 x 768 resolution or greater