


| Feature | Description |
|---|---|
| A single system |
Removes the need for separate systems for: - Contact Management - Communication Management - Task List - Compliance - Deal and Prospecting |
| Central system for all data | System is updated in real time allowing all users to access the most up to date data on projects, companies and contacts. |
| Web based solution |
System is accessible anywhere with an internet connection, providing secure access from: - Home - Clients Location - Work - Mobile (GPRS/3G) |
| Collaborative knowledge sharing |
Creates a central pool of information for ease of communication: - Ensures maximum productivity of administration activities. - More efficient collaboration between team members. - Reduced time to bring new employees up to speed. |
| Data retention | AlphaLinx ensures that all company data is stored centrally and is then easily and quickly accessible by key word searches across client, contact, relationship and business information. |
| Process and Report Engine | Streamlines work processes and ensures consistent company branding. |
| Re-use all project and company information | AlphaLinx creates an archive of historic client data for Corporate Executive's to instantly source to prospect clients on current deals. |
| Mail merge and automatic reporting | Instant reports and mail merge templates reduce time spent on regular and repetitive tasks. |
| Security levels for access | Security levels dependent on roles and privileges help to prevent against conflicts of interest by ensuring users will only be able to see the information they are allowed to. |
| Checklist for regulatory procedures | Centralised checklist forms ensure ease of managing regulatory compliance requirements. |
