Communications
With SmartOffice’s Communication feature, documents are stored for each contact providing a complete communications history that can be referenced in one step. Keep an easy-to-access record of all correspondence with customers. SmartOffice keeps all relevant emails in one place. Multiple people can contact a customer and all conversations can be viewable by anyone in the company. When emails are created in SmartOffice they are sent from your Outlook, or Outlook Express or other compatible email client software. This procedure keeps a copy of each email in the client file within SmartOffice that is available to all in the company, unlike personal email that is private.
In the Communications feature of SmartOffice, you can also easily create business letters, fax memos, envelopes, binder covers, postcards, telephone memos, transmittals, shipping labels, or other form with your company logo and contact info. SmartOffice creates a professional image for you, while saving time and increasing productivity. These documents then become a permanent part of the client’s record and can be quickly accessed at any time in the future.
About SmartOffice by Simply Reliable
SmartOffice offers the most complete proposal, operational and financial software in the custom installation industry. From prospects to project completion, SmartOffice will create process for your company. An intuitive interface leads the user through initial customer contact, the proposal process, design, project management, labor integration and finally to accounting and billing. This information sheet focuses on the Communications feature of SmartOffice. Contact us for more information regarding the rest of our software.