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WorkflowPLUS! v5 - CRM, Jobs, Projects, Invoicing, FileMaker Pro

This page contains products available to order. They are all fully customisable.

WorkflowPLUS! v5

 

 

workflowplus  

WorkflowPLUS! v5 is Cruse Control Limited's multi - user, CRM (Customer Relationship Management) Job Tracking system.

Comprising all of the features of CONTACTS! v5 plus job tracking, WorkflowPLUS! is a simple yet powerful way to manage your jobs and projects, WorkflowPLUS! is fully customisable. Use it as it is, integrate it with your existing systems or customise it to suit your needs, either by yourself, your preferred developer or with Cruse Control.

With WorkflowPLUS! you can create job quotes, track daily and weekly tasks until job completion and monitor the budget for any job on screen, including integrated timesheets, managing your production schedules and produce a range of status reports - even create your own as required.

Financial features include purchase orders and multiple invoices and user definable categories enable client and supplier information to be tracked and stored and endless other features can be quickly created using the powerful and simple to use features of the multi award winning FileMaker Pro product line up.

WorkflowPLUS!
Track jobs and manage your projects

  • All the features of CONTACTS! v5 plus job tracking!
  • New features include:
  • Now uses FileMaker Pro 14, or later.
  • New button icons to make navigation clearer.
  • Optimised to look good in iOS devices and web browsers.
  • New colour scheme, familiar look and feel.
  • New 64Bit email plug-in
    Plus:
  • Create jobs for locations, not just for companies, ideal for architectural projects, interior design, property development or anywhere where you need to track the history and interaction with a location, independant of any relationship with a client, or clients. The location could even be a product, with each job being a bespoke rendition of that. Link the location to a company, or a contact at will.
  • Create multiple invoices for jobs.
  • Create job quotes, and track daily and weekly tasks until job completion.
  • Monitor the budget for any job on screen, including integrated timesheets.
  • Avoid wasting time looking for contact information whilst managing your production schedules.
  • Produce a range of status reports and even create your own as required.
  • Financial features include purchase orders and multiple invoices.
  • Send single or multiple SMS TEXTS DIRECTLY FROM YOUR DESKTOP!!!
  • A simple yet powerful way to manage your jobs, projects and contacts.
  • Fully customisable. Use it as it is, integrate it with your existing systems
    or customise it to suit your needs, either by yourself, your preferred developer
    or with Cruse Control.
  • Help screens give onscreen advice from within the database to help
    you get up and running quickly.
  • All information is searchable and reportable.
  • User definable categories enable marketing information to be tracked and stored.
  • Keep records of all Letters, Emails, Faxes and Phone calls, and even do mail merges!
  • Email directly from the database.
  • Notes pages are searchable too.
  • New e-mail settings area allows the flexibility of sending and receiving from different e-mail accounts.
  • E-mails and attachments stored within the database, not hard drive folders.
  • Easy access, when sharing e-mails and attachments with other users in your workgroup.
  • Improvements on how you interact with attachments; open them and save them to other locations.
  • Much simpler set up and ease of use.
  • Preview attachments that you have linked to your e-mail, prior to sending them.

Other features include:

  • Send HTML emails directly from the database
  • Choose to receive some or all emails directly into the database
  • View contact history by Company as well as by Individuals
  • Multiple categories for Companies as well as Individuals
  • Send single or multiple SMS TEXTS DIRECTLY FROM YOUR DESKTOP!!!
  • Schedule/Diary facility - view your appointments/phone calls etc. by
    day/week/month.
  • Meeting Maker - invite others to a meeting, email them direct from the
    Database, and they can confirm their attendance too.
  • Direct links to web sites - store multiple web sites for any company and
    open these directly from the database.
  • In addition to the "mail merge to letters" facility there is also a 'mail
    merge to emails' facility, allowing you to create individual emails to
    selected groups in your database. A record of each email or letter is
    kept with the individual contact details so you can see who has received
    which mailing.
  • Link any document (pdf, word etc.) to a contact on the system for quick
    reference.

Costs: Please click here for pricing, or call 01923 842 295 or email products at crusecontrol dot com for details. To order a full copy, multiple copies, a site licence or for further information, visit our store or email us at products at crusecontrol dot com

For multi user prices, including a single license number for WorkflowPLUS! v5 and FileMaker click here or call 01923 842 295 or email products at crusecontrol dot com for details.
Entire goods can be emailed with CD to follow if required.

WorkflowPLUS! v5

Buy WorkflowPLUS!


Download a demo copy of WorkflowPLUS!


Click the link to buy WorkflowPLUS! on-line.


Download a demo copy of WorkflowPLUS! to your computer and find out for yourself just how powerful this product can be.




The PASSWORD for demo versions of the database is "demo" (all lowercase). If downloading the FileMaker Pro 7/8/8.5/9 version, leave the Account Name field blank on starting the database.


pdf Download the MacUser Review (300k pdf) of CONTACTS! v2

pdf Download a high res MacUser Review (900k pdf) of CONTACTS! v2

 

CONTACTS! powers e-commerce solution
CONTACTS! is the base system upon which all of Cruse Control's ready made systems are built.

However, it can be used as a stand alone system, handling customer contact and marketing, including holding the data behind Contact Organic's e-commerce solution.

CONTACTS!


WorkflowPLUS! tidies up
WorkflowPLUS! was originally developed through Cruse Control's extensive graphic design studio experience. It has evolved steadily over the years and is used by a diverse range of businesses who see it as a way to manage their production traffic and invoicing.

WorkflowPLUS!



Publish! books it

Publish! is used by publishers all over the country who wish to manage their Ad Sales and Subscriptions in a FileMaker database.

Publish! Booking Screen


Cruse Control - Claris partners since the last millennium!
Claris Partners

 

CONTACTS! v5OOOOWorkflowPLUS! v5OOOOPublish! v4    

Many Users, One License!

Many users, One License!

Cruse Control are are able to offer all of our database clients, including purchasers of our ready made solutions such as CONTACTS! v5, WorkflowPlus! v5, or Publish! v4, a very special service.

We are able to supply any number of FileMaker licenses to our clients, with or without manuals, CD's etc. and with the added bonus of having just the one license number for however many licenses you have purchased. In addition to this, any number of licenses can be purchased over the 'phone* (*subject to Cruse Control agreement and faxed confirmation of order) and can be used immediately, still on the same license number!

This makes it easy to track the number of users, saves the cost and clutter of having multiple CD's and documentation (as well as the confusion of "which license goes with which CD?") and gives instant flexibility and upgrade paths for further users.

To take this option, just call or email us with a brief, or purchase one of the ready made solutions listed above.

For more details, contact us at products at crusecontrol dot com

Phone +44 (0)1923 842 295

Cruse Control are based in the United Kingdom

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