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NAMESAKE - customer records management (freeware)

A professional CRM designed for simplicity and ease-of-use yet powerful enough to meet many business needs.  Unlimited records.  Invoices, quotes etc.  Can be used for any purpose.  (Apologies to visitors who were unsure if NameSake was freeware or shareware - the single user version available here is definitely FREEWARE).

(note - an upgrade is available for v2.0.1 users 1/Jun/2007)

Installer v2.0.3  namesakeinstall.exe  6.9mb

Upgrade previous version:
namesakeupdate070610.exe  2.8mb

Screenshots

Requirements:  Windows 2000 or XP.

A professional CRM designed for simplicity and ease-of-use yet powerful enough to meet many business needs.  Unlimited records.  Invoices, quotes etc.  Can be used for any purpose.


Features -
  • Maintain any number of separate list files.
  • Unlimited number of records in a file (hard drive space is the only limit)
  • Thirty commonly used fields (Name, Address, Phone etc) plus ten user-defineable fields.
  • User fields can be different in separate files.
  • Each record can be styled as "individual" or "business".
  • Contacting screen - take timed notes, create quotes, orders and invoices.
  • Search on multiple fields.
  • Built-in Diary and To-Do List, with alerting function.
  • Export lists as CSV files.
  • Send bulk emails and faxes.
  • Back-Up management.
  • Optional program password protection.
  • Printed reports and documents - fully designable.
  • Editable Sales Tax (e.g vat) rate.
  • Import lists from MDB, DBF, XLS or CSV.

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