Vedatrak CRM 2.1

   

Overview

Vedatrak is a fully unlocked, web-accessible, modular CRM solution that helps you achieve virtually any customer management goal. This easy to use solution developed specifically for FileMaker helps you plan work, collect structured information about your clients, learn their needs and preferences and accumulate an organized record of your interactions. These activities serve to build long-term, prosperous relationships that will increase your customers' loyalty and your overall profitability.

What's New

New in Version 2.1 is FileMaker 11 compatibility and improvements to the Calendar, Messaging, Themes and Files modules, including subtasks in Calendar, a message history/picture message function, and overall improved speed and functionality. Now, for the first time, the Calendar module is available for sale outside of Base Pack.

Screenshots

Features

• Instant Web Publishing (+)
  Full IWP support allows users to easily access and edit data from virtually any web browser without purchasing or installing additional FileMaker Pro copies.
• Modular Solution (+)
  Vedatrak is modular, meaning that your solution will have only the functions you require. Even though the solution is available in parts, all modules are linked together and new modules seamlessly integrate with the existing set.
• Contacts Organization (+)
  The Contacts module helps organize information for all of the contacts in your database. Contacts can be grouped by type, like Staff or Customers. Contacts can be connected to another contact called a Parent contact for easy organization of individuals within a company or organization. Working straight from the customer's card, you can access data in any other linked module, like completed and planned meetings, appointments, documents and correspondence.
• Customer Interaction Management (+)
  A complete interaction history for each contact is accumulated within the program. This information is accessible to all database users so that work can be planned and tracked in the most effective manner possible. Collecting this information helps users learn their customers' needs and preferences and build profitable relationships.
• Handy Dashboard (+)
  Dashboard is a personal workspace for each Vedatrak user. It provides quick access to the most important information from other modules like appointments, e-mails, contacts and documents.
• Simple Time Management (+)
  Each Vedatrak user can plan work by scheduling tasks and appointments. Appointments can be assigned to any user in the system and scheduled singly or on daily, weekly, monthly or yearly cycles. Each user can elect to receive e-mail notifications for new appointments and comments on existing appointments.
• Correspondence Tracking (+)
  Mail is used to carry out all correspondence. Each e-mail is associated with a task, contact or document. Each user can filter correspondence by task or contact and group messages by topic.
• Sales Documents (+)
  Vedatrak supports the sales process by tracking order history, costs, payments and simplifying invoicing. Invoices can be created directly from any order. All associated sales documents for an order can be easily accessed from any single document, including payments and invoices.

   
• Products (+)
  The Products module provides a centralized resource to organize your company's products using different categories.

   
• Files (+)
  Use the Files module to attach documents in almost any area of Vedatrak.

   
• Smart Links (+)
  Smart Links allow users to send links to virtually any database object to other Vedatrak users.

   
• User Management (+)
  The Users module allows administrators to manage users across all solution files in one convenient location.
• Multilingual Capabilities (+)
  Vedatrak comes complete with several installed language sets. Using the handy language editor, an unlimited number of translations can be quickly and easily created.
• Customizable Appearance (+)
  The Themes module can be used to change colors, button styles and icons in Vedatrak.

   

Compatibility

Download Vedatrak CRM Demo

Purchase Vedatrak Base Pack

Purchase Additional Modules*

*These modules require the purchase of Vedatrak Base Pack in order to function.