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| enVisual™
Professional Range. |
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A
Revolutionary Approach to Integrated Accounting / PSA Software. |
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You
will not find a more flexible, customizable yet simple to master
CRM than enCentral from enSynergy. The
enCentral CRM module is central to the enVisual
professional wealth management
suite. enCentral is the central repository for all
vital information concerning your current clients, prospects, business
relationships including communications and correspondence history.
enCentral manages all communications, to and from clients via it's
integral Communications Centre module.
All employee / client diary and task to-do lists are managed via
the integral task manager. enCentral exchanges
information with other enVisual products
and modules. Using a proprietary architecture called Central
Point Navigation ("CPN") - it is possible
to "cut across" the enVisual system to access information
for a selected contact via a mouse click. CPN adds a great deal
of power to your CRM function by providing access to information
such as billing, accounting, document management or Work-in-Progress
directly from a contact search.
Extended client
data;
Need to extend the database to include your own custom data fields?
By adding the enProcess process modeling / data capture module you
can dynamically add to the enVisual data structure - data entered
into the new structure can be visible from enCentral CRM. Click
here to find out more about enProcess.
enVisual employs a powerful technology called enVisual
Straight Through Query ("STQ") - which enables
customized data queries to be stored within enVisual and launched
from enCentral. STQ's can be used to display not only enVisual data
but potentially data from other external data bases / data
sources within your business. Contact enSynergy for further
information.
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Relationships
management;
Another powerful information tool within enCentral is the Relationships
Manager - which graphically describes all relationships
between entities. Relationships are invaluable in obtaining a complete
picture of a client relationship. The Relationship Manager can also
be used as the means of navigating around the system.
Communications management;
enVisual's Comms Centre ("CC")
controls exactly how documents / reports are delivered to recipient
entities. CC distributes system generated documents to relevant entities
according to user maintainable rules. In this way an Invoice for example
will be routed to a preferred email address of the relevant party
using pre a defined email subject line and body text. All communication
history is then stored in the Communications Log
within CC. CC is also an important part of the bulk email
function within enVisual.
Task scheduling;
The task manager within enCentral manages all user created to-do tasks
as well as system generated tasks. User task screens serve up listings
of tasks due for each user or user group. Users can be automatically
prompted when a task becomes due / overdue via our optional pop-up
/ secure messaging agent "enAlert". |
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Integrated
QAS customer address validation;
Available as an add-on module, the QAS Address Validation module provides
the ability to search / validate and select addresses stored within
QAS address databases at the time of data entry. Click
here for further information. |
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Key
features; |
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- Centralized storage / retrieval
of key data for all contacts, prospects, clients, key people,
staff
- Direct / rapid access to cross-module
data from enVisual
- Direct access to external data via
STQ's
- Rules based communications management
- Comms Centre controls the delivery of documents, automatically
and records the process in history.
- Complete diary / task management
/ communications log (history) function
- Extended client data structures
using enProcess's data capture function
- Unlimited number of user-definable
analysis categories
- Support for Campaigns and Projects
- Graphical based relationships /
entity structure manager
- Bulk email merge function with audit
trail
- Built in document viewer / launcher,
with upgrade path to enSynergy's enterprise document manager LiveFile.
- Optional QAS integrated address
file maintenance.
- Thin client/server architecture
- scalable for large enterprise deployment.
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Book
an online presentation |
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