CRM
• Separate Company and Contact databases - link multiple contacts to a single company, which makes things easier when updating company details
• Post code lookup engine
• Custom fields
• Bulk editing of contact fields
• Print address lists, envelopes and labels
• Assign company records with a unique client ID
• Create sophisticated categories or mailing lists by linking any amount of contacts to any amount of groups.
• Define opportunities with your own processes and stages.
• Monitor current sales status with Pipeline graph
• Log customer communications such as phone calls, emails and letters.
• Perform Mail Merge with Current Contact, Current Lookup, All Contacts or a Selected Mailing Group into Microsoft Word TM
• Create effective marketing campaigns with mMail which enables you to manage letter or email contact with individuals or user-definable groups
• Send bulk text or HTML email
• Automatically record outgoing email and mail merge communication history
• Quickly compose and send emails to contacts directly within Youmehub
• Attach notes to companies and contacts
• Create contact payment profiles
• Attach files to contact records Calendar
• Multi-user calendar
• View appointments in month view, week view and day view
• Use the filter to quickly show or hide individual staff appointments from the screen
• Set reminders for your Appointments
Notes
• Store general office notes, articles, technical knowledge records etc
• E-mail a note with a single click
Staff
• Create Time Sheets and log time spent on specific Jobs
• Create staff Expense Sheets
• Bill Expense items to any active Job
• View tasks in My Schedule which gives staff an overview of all schedule activities |
Projects
• Store and track specific project information. Jobs, Schedules and File assets.
• Link any number of Contacts and specify their responsibality
• Track and manage Jobs - the billable stages of a project
• Real-time overview of accumulated staff time costs and job expenses against budgeted costs
• Create project schedules with activities, actions and deadlines attached to each phase
• View or print schedule lists or colourful Gantt charts
• Sync individual schedule activities with the Calendar module
• Asset manager can track media files which can be linked to projects or jobs and categorised
• Track version history of individual file assets
• Bill Job action will collect all accumulated time costs/expenses and compile an invoice to the client
Sales
• Manage an inventory of products, their prices and stock levels
• Filter and view by date product sales performance
• Group products into Product Group categories - useful if you regularly sell a specific group of products
• Create and track Estimates, Sales Orders and Invoices
• Overdue payment notification
• Record Sales Order and Invoice payments
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• Perform Mail Merge with Current Record, Current Lookup or All Records into Microsoft Word TM
Purchases
• Manage an inventory of regularly purchases products
• Create and track Purchase Orders
• Create an unlimited amount of account codes
• Perform Mail Merge with Current Record, Current Lookup or All Records into Microsoft Word TM
Inventory
• Maintain an inventory of all your office Hardware assets including make, model, manufacture, serial number etc.
• Maintain an inventory of all your office Software assets including software title, publisher and license keys
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Import/Export
• Import tab-separated or comma-separated text data from other sources, including Apple Address Book, Microsoft Outlook and Entourage
• Import/export tab-separated or comma-separated text data, Microsoft Excel, DBF, DIF, BASIC, FileMaker Pro 9, Merge, SYLK, WK1/WKS (Lotus 1-2-3), HTML Table, and XML
• Export contact records in vCard format
Preferences
• Easy to use setup wizard
• Comprehensive global settings for your company information, letter header logo, templates, user log-in accounts, value lists and networking settings
• Multi-language interface support - load a different language or create your own language file to localize your product.
Access/Sharing
• Create user accounts
• Specify privilege and access levels
• Privilege choices include, Standard and Admin
• Delegate/ assign tasks and schedule activities to other users
• Create and assign multiple users to an appointment
• Access Youmehub's database on the current computer, on the local network or over the Internet*
• Database record locking
• Host Youmehub over a network using FileMaker Pro's built in peer-to-peer sharing or opt for the enhanced security and increased performance of FileMaker Server.
Database
• Customizable with FileMaker software. Extend Youmehub to better meet your business needs
• Built on the award winning FileMaker Pro database platform
• Use on desktop computer, laptop or server on LAN or WAN.
• Share database over a network to other FileMaker Pro clients*
• Create backups
• Built-in migration tool to help you migrate your data and preferences from your previous Youmehub database file
* Multi-User Products hosted with FileMaker Pro or FileMaker Server. |
