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ProspectSoft CRM Version 6

Highly anticipated by many ProspectSoft CRM users,  the latest version release, v6, brings a host of new features and benefits to your existing CRM system, encompassing a whole host of improvements from an improved login screen right through to the redesigned data import functions.

This is one of the most comprehensive upgrades that’s ever been released for ProspectSoft and will certainly improve your day-to-day use of the system.

If you would like to find out more  about the pricing and implementation for your business you can email us at marketing@hbpsystems.co.uk or phone 01724 400303 and we can organise for your account manager or a member of our technical team to give you a call to discuss the upgrade in further detail.

The key features in ProspectSoft version 6 are:

• Enhanced Login Options – including additional choices and easier database set up
• New Screen Layout – including colour schemes, new menu groups, auto close/expand and favourites
• Dashboards – improved layout as well as additional user-defined dashboard reports now available
• New Report Types – including 3D reports and tree view reports
• New and Improved Searches – including quick search, additional search fields, advanced search and offline searches
• MIDI Tabs – for easy navigation around open windows
• Report Window – improved layout for easier report creation
• New Sort and Filters options on grid list views – the ability to sort and filter any list has been overhauled and made much easier to use
• Saving sort, column selection, column sequence – all selections in lists are now automatically saved and restored when opened again
• Detail Views – improved and enhanced functionality to all tabs including acestor/summary tab and b2c ancestor/summary tab as well as adding new Activity Summary Tab, At a Glance Tab and Google Map Buttons
• New Outlook Contact Sync Solution – allows the easy synchronisation of contacts from Microsoft Outlook, your phone or PDA
• Report writing & Infomaker – including improvements to criteria forms, reports and graphs and a new CustomSort Tag to allow the definition of every column
• New External Data Import Tool – new system for importing data with Excel file (.xls or .xlsx) compatibility
• A host of minor changes – including improved Undo, spell checker of speak/recall/notes, Drop down calendar date selection and an Inventory in the browser