the simpler wayto manage your businessGrow your business with industry leading Cloud CRM applications.

BrightOffice | Training Customer Relationship Management (CRM) and business management systems help you market, sell and service your customers better, leading to happier customers and giving you the insight to help you manage your business better.

www.brightoffice.co.uk

We currently have the following fully developed and saleable business CRM products.

• BusinessCRM

• Broker/LenderCRM

• ClaimsCRM

• DebtCRM

• SolicitorsCRM

• ChamberCRM

• MembersCRM

• JobsCRM

• CaseManagementCRM

• GreenDealCRM

• LettingsCRM

• TrainingCRM

• TelesalesCRM

• SalesForecastingCRM

• FamilySupport/

BereavementSupport

• Wealth-InvestorCRM

• DownstreamCRM

BrightOfficeLimited14 The Parks, Haydock, Merseyside,WA120JQ

enquiries@brightoffice.co.uk

0845 643 4012

Formoreinformationon our CRM applications, please telephone us on...

Training CRM

the simpler way to manage your business

© BrightOffice 2013 | All Rights Reserved www.brightoffice.co.uk

SALES PROSPECTSPROCESS

TELESALES-PROSPECTING

SALES ENQUIRIES(QUOTES)

SALES ORDERS

SALES INVOICES

CONTRACTMANAGEMENT COURSE MANAGEMENT

CUSTOMERS SUPPLIERS

SALES ACCOUNTS

SALES PAYMENTS

ARREARS MANAGEMENT

PROJECT MANAGEMENT

SALESINVOICINGCOURSE MANAGER

COURSE SUMMARY

PURCHASE ACCOUNTS

PURCHASE ORDERS

PURCHASEPAYMENTS

PURCHASE INVOICING

SAGE LINE50

FINANCIALPROCEDURES

VAT RETURNS

SAGEINTEGRATION

FILE MANAGER

DOCUMENTS ON THE WEB

EMARKETING& BULK SMS

EMARKETING

WEBMAIL &CALENDARS

FEATURES

FINANCIAL OTHER MODULES

DataImport

VoIPReady

DiallerIntegration

Manage/AssignData

Auto Email Grabber

AutoScanandUpload

Scripts/Questionnaires

ElectronicSignature

PostcodeLookup

Auto Pack Chasing

COURSE WORKFLOW

CUSTOMER CONTRACTS

Manage Contracts

Contract Reports

Forecasting

ContractstoSales

TRAINING PROJECTS

Manage Projects

Project Reports

Forecasting

CreateSalesProposal

Workflow Process

PurchaseInvoices

Credit Notes

UnlimitedDelegates

WeeklyDiary

MonthlyDiary

SalesForecasting

CreateSalesOrders

PosttoSalesInvoices

PosttoSalesNominal

CustomerStatements

SalesReporting

Task Management

Trainer Management

Course Costing’s

Course Expenditure

Course Analysis

ReportScheduling

AutoEmailUpdates

AutoSMSUpdates

IntelligentWorkflows

Workflow Processing

Bulk Processing

ServiceInvoices

ProductInvoices

Create Purchase Order

PosttoPurchaseInvoices

Full&PartPayments

VATPeriodUpdate WordDocuments

ExcelDocuments

PDFDocuments

ImageDocuments

PersonalDocuments

Create Customers

PostSalesInvoices

PostSalesPayments

PostSalesCredits

Compose Emails

Receive Emails

ExchangeIntegration

MultipleFolders

AdvancedSearch

Create Multiple Alias

MultipleSignatures

Group Calendars

Calendar Permissions

SmartphonereadyDataSourceManager

TAKE PAYMENTS

Credit Card Payments

Email Address Verifier

Group data

Newsletters

Newsletter Campaigns

BulkSMS

Credit Notes

Full&PartPayments

Arrears Reports

EmailStatements

EmailInvoices

ChaseLetters