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Vedatrak CRM 2.0

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Overview

Vedatrak is a 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.

Screenshots

Dashboard Mail Orders Messaging
For more Vedatrak screenshots please visit screenshots page.

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

FileMaker 8.5, 9, 10


Download Vedatrak Demo

ProductDescriptionPrice
Vedatrak Demo Free evaluation version containing all Vedatrak modules with predefined users for each system role. Full access privileges are not provided. Demo version contains sample data. Free

Purchase Vedatrak Base Pack

ProductDescriptionPrice
Vedatrak Base Pack Vedatrak core package including Dashboard, Contacts, Calendar, Users, Multilang and Themes. This package must be purchased for any additional modules to function. $299

Purchase Additional Modules*

ProductDescriptionPrice
Vedatrak Mail Mail helps track and organize e-mail, mail and fax correspondence. $49
Vedatrak Orders Orders supports the sales process by tracking order history. $49
Vedatrak Invoices Invoices supports invoice creation and management. $49
Vedatrak Products Products is a centralized resource to organize your company's product selection using different categories. $49
Vedatrak Files The Files module allows users to upload documents in almost any area of Vedatrak. $49
Vedatrak Messaging Messaging allows users to communicate with one another and send links to database objects. $49

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