Copyright 2008 - MLM Software Solutions, Inc. SIMPLIFIED BUSINESS MANAGEMENT FOR DIRECT SALES (Internet Explorer and Firefox)

Copyright 2008 - MLM Software Solutions, Inc.

SMALL OFFICE ADVANTAGESMALL OFFICE ADVANTAGE

SIMPLIFIED BUSINESS MANAGEMENT

FOR DIRECT SALES

(Internet Explorer and Firefox)


SMALL OFFICE ADVANTAGE:SMALL OFFICE ADVANTAGE:OVERVIEWOVERVIEW

• Contact management

• Financial management

• Business tax preparation

• Extensive use of “AJAX” for desktop “behavior” and performance with web-based convenience


CONTACT MANAGEMENT:CONTACT MANAGEMENT:DAILY ACTIVITY SUMMARYDAILY ACTIVITY SUMMARY

• Quick, printable summary of today’s activities• Great way to get organized each day

Appointments

Tasks

Birthdays

Anniversaries

Reminder


CONTACT MANAGEMENT:CONTACT MANAGEMENT:CONTACTS CONTACTS

• Place contacts in multiple user-defined groups• Import and export contacts to minimize data entry• One-click access to client purchase histories

Group filter


CONTACT MANAGEMENT: CONTACT MANAGEMENT: MAIL-MERGE EMAILMAIL-MERGE EMAIL

• Personalize communications via mail-merge email• Instantly communicate with any contact group(s)• Use our email templates or create an email from scratch

Select recipients individually or by group(s)

Each recipient receives an individual email with their personal details merged in

Full HTML editor

Templates are provided for all major holidays and events


CONTACT MANAGEMENT: CONTACT MANAGEMENT: NOTESNOTES

• Keep notes on past conversations to personalize follow-up• Email histories are updated any time you send an email• Purchase histories are updated any time you create an

invoice


CONTACT MANAGEMENT: CONTACT MANAGEMENT: FOLLOW-UPFOLLOW-UP

• Activity schedules help ensure consistent and appropriately automated follow-up

• Automatically recurring emails take care of birthdays, anniversaries and newsletters.

Activities can be scheduled to occur at any intervals you choose

Emails go out automatically


CONTACT MANAGEMENT:CONTACT MANAGEMENT:TASKSTASKS

• Associate tasks with multiple groups• Check tasks off when they’re complete• Link tasks to contacts for quick phone and email reference• Receive optional email notifications when tasks become due

Display viewing options


CONTACT MANAGEMENT:CONTACT MANAGEMENT:APPOINTMENTSAPPOINTMENTS

• Daily, weekly and monthly calendar displays and printouts• Create any type of one-time or recurring appointment• Share selected appointments with your team and clients• Receive optional email notifications when appointments are due

Preview your “shared” appointment calendar


FINANCIAL MANAGEMENT:FINANCIAL MANAGEMENT:YEAR-TO-DATE SUMMARYYEAR-TO-DATE SUMMARY

• Quick summary of business profitability• Tips for simplifying business recordkeeping• Links to relevant IRS publications


FINANCIAL MANAGEMENT: FINANCIAL MANAGEMENT: INCOME AND EXPENSESINCOME AND EXPENSES

• Checkbook-simple recordkeeping• Import bank and credit card statements to minimize manual entry• Optional supporting entries for travel, meals and entertainment

expenses

Filter the display by date and category

Import OFX (MS Money) and QFX (Quicken) files


FINANCIAL MANAGEMENT: FINANCIAL MANAGEMENT: VEHICLESVEHICLES

• Track business use of vehicles using Actual Expenses or Standard Mileage Rate

• Vehicle deductions are fully integrated into all Tax Wizard options


FINANCIAL MANAGEMENT: FINANCIAL MANAGEMENT: HOME OFFICEHOME OFFICE

• Track deductions for business use of your home• Preset categories help prevent overlooked deductions• Home Office deductions are fully integrated into all Tax Wizard

options

Preset categories of deductible monthly expenses

Preset categories of deductible annual expenses


FINANCIAL MANAGEMENT: FINANCIAL MANAGEMENT: TAX PREPARATIONTAX PREPARATION

• Perfect Schedule C tax reports• Export records to TurboTax or TaxCut

• Option to obtain a free tax preparation price quote

Tax preparation options


SMALL OFFICE ADVANTAGE:SMALL OFFICE ADVANTAGE:REPORTSREPORTS

• Choose from dozens of filtered report options• Sort reports on up to three fields• One-click recall of last report settings


SMALL OFFICE ADVANTAGE:SMALL OFFICE ADVANTAGE:PRICINGPRICING

• BUSINESS BUILDER (contact management only): $5 / mo.• BUSINESS TRACKER (financial management only): $5 / mo.• COMPLETE (contact and financial management): $8 / mo.

• Technical Support: Free via email or Internet• Training calls: No charge• Flash video tutorials: No charge• User Forums: No charge

Documents

Copyright 2008 - MLM Software Solutions, Inc. SIMPLIFIED BUSINESS MANAGEMENT FOR DIRECT SALES (Internet Explorer and Firefox)