EyeCreate Net Solutions :: MyBizContax Customer Relation Management

MyBizContax is a feature rich web based CRM developed by EyeCreate for businesses who are looking for a solution that will help them manage their projects, accounts, improve customer service and communications.

Features Include

Intuitive Interface design
Searchable Client Database
Administrative and staff access levels
View Active Projects at a glance
WYSIWYG HTML Newsletter
Searchable contact events
Appointment calendar with search feature
Email Invoicing with link to your Paypal account to receive secure payment
Staff Scheduling
Account reporting that also generates an Excel spreadsheet with any specified date range
Track Job Quotes
Installs in just a few minutes.

Application Overview

MyBizContax is a full featured, secure, session based application. It helps you to effectively manage your business by tracking invoices, quotes, timesheets and projects. It also provides you with a way of keeping your customers informed with its built in newsletter application. Invoicing can be either created and printed or you can invoice via email. All quoting is done via email. Client interaction is stored as events which helps you stay informed of all client contact.

Timesheet

This feature allows an employee to record the length of time spent on a given project. They can choose the customer and the project type and click "start timer". When they are finished, they can enter comments about the project and then stop the timer and all the information will be stored in the database. All timesheet entries can be adjusted.

Events

Tracking client contact information is easy with MyBizContax. Whenever a staff person is in contact with a customer, it is recorded in the events as an "Open" or "Closed" event. This helps employees track communications with customers and improve turn around time in responding to the customers needs. All events are searchable.

Schedule

The Scheduler is perfect for storing daily appointments or meetings. Your staff should never miss a meeting or appointment again. The Schedule is also searchable. Administrative Staff can schedule projects or tasks for staff.

Manage Staff

Adding or modify staff information and security level is very easy with MyBizContax. When a staff member is added to the system, they are automatically emailed their account information. Staff are easily deactived to prevent unauthorized access from MyBizContax. A Staff member can change their password at any given time. You can also track the time a staff member has put into a project.

Job Quotes

When a quote is generated, an email is sent to the client to approve the quote. When the client receives the email, they are given an address where they can approve the job and enter additional comments and a target completion date. They are also given a docket number where they will be able to match up the quote with the invoice. The job quoter also uses the html newsletter system to prepare a very professional looking quote.

Keeping in touch with your customer base is very simple with MyBizContax. When you add a customer to the database, you have the option to allow them to receive a newsletter. The newsletter is highly customizable and the output is in both plain text format and in HTML format. This gives your business the opportunity to keep your customers informed and the potential to upsell new or existing services. When a customer receives the newsletter they are able to unsubscribe/subscribe at will via a web page. All newsletters are archived for future viewing.

Invoicing

This feature takes the pain out of collating information to prepare an invoice because the information is already stored in the time sheet. Any entries in the time sheet can be adjusted and an additional charge can be added to the invoice. You can also create invoices without having entries in the timesheet. When all the information is filled out, you will have a choice of emailing or printing the invoice. At this point the invoice is stored in the database and then your are presented with a printable page with a prompt to print out the invoice. If you are a subcontractor, you have the ability to choose which company to invoice.

Account Management

After the invoice is generated, you can track accounts that are outstanding. You are also presented with totals informing you of the "Bottom Line". The Account section of MyBizContax allows you to enter payments and generate an Excel file for any time period that you choose. The Accounts page also allows you to generate a report for any year that you choose. This will help you see how your business is growing on a year to year basis. You also have the ability to reprint or email oustanding invoices.

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Requirements

MyBizContax works with Internet Explorer 6+, FireFox 1.0+ and
Netscape 6+.

PHP version 4.0 and up
MySQL version 3.23.10 and up.
Apache or compatible web server.

If you are interested in the development of MyBizContax and want to be notified of any updates, click here to add yourself to our newsletter.

Please Note:
Electronic Delivery: Programs purchased from EyeCreate using Electronic Delivery are non-refundable. EyeCreate provides an online demonstration of MyBizContax for you to examine before purchase, so please be sure the product fits your needs before choosing this method of delivery.
Setup: Setup requires some moderate experience with setting up applications on a web server. EyeCreate has endeavoured to make this process as easy as possible with its install script. If you are experiencing difficulties, we can install MyBizContax for you for a small setup fee of $75.00.
Support: Contact for support issues.