Head Start is a Contact Management Resource (CRM) re-designed and available within the FileMaker landscape.
CRM Modules inlude: Accounts/Companies, Contacts, Estimates, Invoices, Expenses, Staff, To Do List, Notes, Document, Products, Projects...
Head Start can be customized to include other modules like Inventory
Features (most modules):
• Basic info in Detail or viewed in a list (less info)
• Notes (historical reference of notes made over time)
• Documents (a historical reference of related documents)
Track the People related to the Accounts:
Staff, Sales Reps...
Track independant persons:
Contacts need not be associated with other groups.
Sales:
Invoices can be created for Contacts too (just like Accounts)
Add Products:
Product information is automatically added to a new Invoice line item when selected
Create Invoices for Accounts or Contacts:
The process will automatically create the invoice and enter data from the Account or Contact.
Head Start has many options available including:
• create a backup copy to the desktop or any designated folder
• send emails directly from the Contacts module and log the sent emails as Notes
In the future, we envision many new workflow efficiencies with FileMaker's latest tools for integration and communications between other technologies, some of which are Open Source.
The new challenges we currently face will require extraordinary optimism and effort, where we will all come out ahead.
We are constantly working on new features to make your workflow even more efficient.
We are Custom Software Innovators
Proudly Canadian
Winnipeg, Manitoba
tel: 204.890.5755
email: info@head-start.ca
Claris Partner since 1994
FileMaker Reseller
Many new doors are opening in technology to allow multiple points for integration of data and services