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Announcing Youmehub Lite
September 22, 2008 ( 9 months )
| Company: | Youmeus Design ltd |
| Web site: | www.youmehub.com |
| Contact: | Youmehub Team |
Jan 26, 2009
Announcing Youmehub Mobile
Sep 22, 2008
Announcing Youmehub Lite
Please visit our website at www.youmehub.com, where you can find more information on Youmehub Lite as well as our other Youmehub products.
Click here to download Youmehub Lite.
Some of the features include:
CRM
• Separate Company and Contact databases - link multiple contacts to a single company, which makes things easier when updating company details
• Post code lookup engine
• Custom fields
• Bulk editing of contact fields
• Print address lists, envelopes and labels
• Assign company records with a unique client ID
• Create sophisticated categories or mailing lists by linking any amount of contacts to any amount of groups.
• Define opportunities with your own processes and stages.
• Monitor current sales status with Pipeline graph
• Log customer communications such as phone calls, emails and letters.
• Perform Mail Merge with Current Contact, Current Lookup, All Contacts or a Selected Mailing Group into Microsoft Word TM
• Create effective marketing campaigns with mMail which enables you to manage letter or email contact with individuals or user-definable groups
• Send bulk text or HTML email
• Automatically record outgoing email and mail merge communication history
• Quickly compose and send emails to contacts directly within Youmehub
• Attach notes to companies and contacts
• Create contact payment profiles
• Attach files to contact records
Calendar
• Multi-user calendar
• View appointments in month view, week view and day view
• Use the filter to quickly show or hide individual staff appointments from the screen
• Set reminders for your Appointments
Notes
• Store general office notes, articles, technical knowledge records etc
• E-mail a note with a single click
Staff
• Create Time Sheets and log time spent on specific Jobs
• Create staff Expense Sheets
• Bill Expense items to any active Job
• View tasks in My Schedule which gives staff an overview of all schedule activities
Projects
• Store and track specific project information. Jobs, Schedules and File assets.
• Link any number of Contacts and specify their responsibality
• Track and manage Jobs - the billable stages of a project
• Real-time overview of accumulated staff time costs and job expenses against budgeted costs
• Create project schedules with activities, actions and deadlines attached to each phase
• View or print schedule lists or colourful Gantt charts
• Sync individual schedule activities with the Calendar module
• Asset manager can track media files which can be linked to projects or jobs and categorised
• Track version history of individual file assets
• Bill Job action will collect all accumulated time costs/expenses and compile an invoice to the client
Sales
• Manage an inventory of products, their prices and stock levels
• Filter and view by date product sales performance
• Group products into Product Group categories - useful if you regularly sell a specific group of products
• Create and track Estimates, Sales Orders and Invoices
• Overdue payment notification
• Record Sales Order and Invoice payments
• Perform Mail Merge with Current Record, Current Lookup or All Records into Microsoft Word TM
Purchases
• Manage an inventory of regularly purchases products
• Create and track Purchase Orders
• Create an unlimited amount of account codes
• Perform Mail Merge with Current Record, Current Lookup or All Records into Microsoft Word TM
Inventory
• Maintain an inventory of all your office Hardware assets including make, model, manufacture,
serial number etc.
• Maintain an inventory of all your office Software assets including software title, publisher and
license keys
Import/Export
• Import tab-separated or comma-separated text data from other sources, including Apple Address Book, Microsoft Outlook and Entourage
• Import/export tab-separated or comma-separated text data, Microsoft Excel, DBF, DIF, BASIC, FileMaker Pro 9, Merge, SYLK, WK1/WKS (Lotus 1-2-3), HTML Table, and XML
• Export contact records in vCard format
Preferences
• Easy to use setup wizard
• Comprehensive global settings for your company information, letter header logo, templates, user log-in accounts, value lists and networking settings
• Multi-language interface support - load a different language or create your own language file to localize your product.
Access/Sharing
• Create user accounts
• Specify privilege and access levels
• Privilege choices include, Standard and Admin
• Delegate/ assign tasks and schedule activities to other users
• Create and assign multiple users to an appointment
• Database record locking
Database
• Customizable with FileMaker software. Extend Youmehub to better meet your business needs
• Built on the award winning FileMaker Pro database platform
• Use on desktop computer, laptop or server on LAN or WAN.
• Create backups
• Built-in migration tool to help you migrate your data and preferences from your previous Youmehub database file
Kind regards
Youmehub Team
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