B2 Ltd DatabasePlace

NAMESAKE - easy 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.

namesakeinstall.exe (6.62 MB)

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Requirements: Windows 2000 or XP.

Additional info: setcurrency.pdf (Adobe PDF | 87.54 KB)

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.

Changes:
1/Jun/2007 Fixed bug in ReportEditor where the print preview was producing an error message and failing to display properly. It now works correctly.
10/Jun 2007 Fixed bug where sales tax was not being correctly calculated.

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NAMESAKE - easy customer records management (freeware)