Track Marketing Performance

Tracks all sales and expenses by marketing type. Since accounting is built-in, there is no double entry. Compares and analyzes marketing campaigns. Know exactly which advertising and marketing campaigns have been a success and avoid repeating the failures.

Sales Letter Generator

Design sales and marketing letters perform mail merges that go way beyond simple contact information, and print or email.

Sales Lead Management

Open the Sales Lead Manager, sort, and view every sales opportunity in the sales funnel.

Customer Relationship Mangement

Track your Interactions

Manage interactions with current and future customers.

Full Tracking

Total Office manager tracks phone messages, appointments, notes, files, documents, email, and other pieces of information. Locate all records with three mouse clicks or less.

Integration

CRM is built into the core of Total Office Manager. Notes and files interact with accounting and sales information. This allows for better reporting and analysis that any standalone CRM application can bring you.

Full Mobile Support

All CRM flows through our optional mobile software. This makes it easy for your employees to manager relationships in the field and eliminates double entry.

Comprehensive Contact Log

Better Note Taking

Enter notes each time you speak with a sales prospect, customer, vendor, or employee.

Activity Reports

Pull reports by subject or topic such as complaints, employee reviews, service notes, and more. Filter by date, employee, customer, etc.

Track Time by Contract

Generate more billable time with our handy stopwatch feature. It will track every second spent on the phone or managing email.