Managing clients has never been easier!

• Track all the client details in one place. Things like name, address, date of birth, social security number, credit card number or any other essential information can be safely and securely entered into the system in a very easy-to-use form.
• Attach files like e-mail correspondence, legal documents, quotes or invoices to each client account.
• Enter unlimited notes and tasks to be done for each client and use the quick search feature to rapidly filter your data.
• Take advantage of the template-based mail-merge wizard,
• to mass-generate personalized promotional newsletters within minutes.

Delegate your work!

• Record Essentials gives you the possibility to easily schedule tasks for your staff and your colleagues.
• At any time while working with the system you will be able to see who else is logged in at the same time.
• When you are away or logged out of the system you will receive notifications of the tasks completed by your staff or your team members.
• You can let your colleagues view your schedule or keep it private.
• At the same time you can view their schedule if they allow to.

Organize your work!

With easy-to-use calendar features you will be able to organize your work, so that appointments are never missed and tasks are completed in time.

• The calendar feature lets you select daily, weekly or monthly views, so that you can always plan ahead and have an overall perspective. Here you can schedule an appointment or a task for yourself, your staff or your team members. An automatic e-mail or SMS alarm will notify the person whom the task was set for, about the details of his or her new assignment.
• A daily print-out report with all the tasks and appointments is available to take with you on the road, to keep track of the things you need to do that day.
• Multiple entries for reoccurring events, tasks or appointments are not necessary! Enter them once and the system will schedule them according to your specifications.
• Track your time spent on tasks or appointments and get an accurate report for payroll or invoicing purposes.
• Never miss your due dates or your appointments! Receive notifications on your cell phone or through e-mail about upcoming appointments and tasks.

Enhance usability!

• Record Essentials allows you to safely backup your data with an automated option or a manual one. All the information will be saved, in case data needs to be restored.
• Quick directions are available to you when you go to visit a client or go to a meeting. Print out a map and have it handy when driving.
• All the notes, tasks and appointments entered can be easily found using the advanced search function. In addition to that, search criteria can be saved for quick future use.
• Record Essentials is able to use Voice Over IP software to make quick phone calls over the internet to your clients.