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.

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