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

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Presentation on theme: "Copyright 2008 - MLM Software Solutions, Inc. SIMPLIFIED BUSINESS MANAGEMENT FOR DIRECT SALES (Internet Explorer and Firefox)"— Presentation transcript:

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

2 Copyright 2008 - MLM Software Solutions, Inc. Contact management Financial management Business tax preparation Extensive use of “AJAX” for desktop “behavior” and performance with web- based convenience

3 Copyright 2008 - MLM Software Solutions, Inc. Quick, printable summary of today’s activities Great way to get organized each day Appointments Tasks Birthdays Anniversaries Reminder

4 Copyright 2008 - MLM Software Solutions, Inc. Place contacts in multiple user-defined groups Import and export contacts to minimize data entry One-click access to client purchase histories Group filter

5 Copyright 2008 - MLM Software Solutions, Inc. 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

6 Copyright 2008 - MLM Software Solutions, Inc. 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

7 Copyright 2008 - MLM Software Solutions, Inc. 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

8 Copyright 2008 - MLM Software Solutions, Inc. 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

9 Copyright 2008 - MLM Software Solutions, Inc. 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

10 Copyright 2008 - MLM Software Solutions, Inc. Quick summary of business profitability Tips for simplifying business recordkeeping Links to relevant IRS publications

11 Copyright 2008 - MLM Software Solutions, Inc. 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

12 Copyright 2008 - MLM Software Solutions, Inc. Track business use of vehicles using Actual Expenses or Standard Mileage Rate Vehicle deductions are fully integrated into all Tax Wizard options

13 Copyright 2008 - MLM Software Solutions, Inc. 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

14 Copyright 2008 - MLM Software Solutions, Inc. Perfect Schedule C tax reports Export records to TurboTax  or TaxCut  Option to obtain a free tax preparation price quote Tax preparation options

15 Copyright 2008 - MLM Software Solutions, Inc. Choose from dozens of filtered report options Sort reports on up to three fields One-click recall of last report settings

16 Copyright 2008 - MLM Software Solutions, Inc. 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


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