DidIT! Simple CRM Packaging
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DidIT! CRM Benefits

Centralized Shared Contact Management
Integrates with Microsoft Office
Intuitive Sales Campaign Management
Improves Customer Service
Simplifies Common Repetitive Tasks
Maximizes Marketing & Sales ROI
Facilitates Project Quoting & Billing
Increases Employee Productivity

Simple CRM integrated with MS Office

with DidIT! CRM

DidIT! is a simple CRM solution for Microsoft Office users who need a database to share and manage business contacts to get things done more efficiently. With DidIT!, you can perform your daily administrative, sales, and customer service tasks faster and more efficiently. DidIT! is an effective marketing communications tool for sending messages quickly to contacts via email, fax or mailings.

DidIT’s lead and campaign manager guides you through the sales process with its customizable protocols and call scripts, follow up scheduling reminders, customizable objection rebuttals, and instant call lists. You can use the integrated billing system to help you easily create quotes and invoices for products and services while saving each project for future reference.

Whether you are an administrative assistant, customer service representative, salesperson, service provider, or find yourself wearing many hats in your office, you will find our all-in-one CRM package a helpful contact management solution.

 

KEY FEATURES

  • Improve customer service and keep your customers informed using FormsManager. Easily select a contact or group of contacts and send an email blast for important updates or notices, courtesy follow up messages, promotional offers, company newsletters, product announcements and more.
  • Use the CampaignManager to manage assigned leads, enjoy tighter sales automation and take better control of your sales campaign follow ups.
  • Send electronic ‘While You Were Out’ Messages to personnel who are unavailable or out of the office using its helpful messaging features such as email and text paging.
  • Use QuoteBuilder to manage your products, create project templates, prepare quotes and invoices. You can create a printed quote and invoice, or easily convert it to a PDF and email with a click of a button.
  • Use KitBuilder to create kits to simplify the quoting process for project bundles.
  • Create delivery routes using RouteBuilder.
  • Patented data access is faster.
  • One button import of Outlook contacts.
  • Integrates with Microsoft Outlook and Exchange Server for scheduling appointments, sending emails, creating tasks, and sharing contacts.
  • Works with Outlook Custom Forms.
  • Integrates with Microsoft Word for creating template documents set up in the FormsManager for email communications, lists, labels, mass mailings.
  • Works with Microsoft Excel for exports.
  • Integrates with Superpages and Mapquest.
  • Includes an integrated Internet browser.
  • Works with mobile devices.
  • Integrates with Add2Exchange and TaskController.
  • Works with Windows Vista, Windows 7, Windows Professional, Windows XP, Windows 2000
  • DidIT! is a sharable, fully relational database helping you better manage your contacts.
  • Easy to learn and use.
 

Features

  • FREE Fully Functional 30-day Trial
  • Unlimited Records
  • 1 Year of Free Upgrades Included
  • Separate Databases for Client Vendor Leads
  • Sharable Contact Management
  • Able to Add Databases and Import
  • Integrates with Outlook
  • Target Marketing Campaigns
  • Integrates with Word
  • Unlimited Classifications
  • Full Form Merge Management
  • Simplified SQL Interface
  • Integrated Campaign Management
  • Add and Subtract records by field values
  • Sales Automation
  • Add and Subtract Records by Categories
  • Full History
  • Do Not Call Tags
  • Import from Web Emails
  • Reassign Records to other Users
  • Import Contacts from Outlook
  • Reassign Campaigns to other Users
  • Import and Export to many formats
  • Share Sales and Campaign Notes
  • While You Were Out
  • 10 levels of Access Control
  • Create Tasks, Emails, Appointments
  • Cannot Destroy Contact History
  • Able to Use Outlook Custom Forms
  • Scripts and Spiels
  • Quoting, Invoicing System available
  • Stages of Sales
  • Unlimited Users
  • Definable Actions

What are you waiting for? Make your job easier and put DidIT! to work for you and your business!

If you have any questions on this solution, please email us or initiate Live Chat.