.
In-Depth Review
The Books Online
Practical Business Systems Pty. Ltd.
146 Woodlands Road
Gatton Qld 4343 Australia
Telephone: 07 5462 5139
Fax: 07 5462 5187
Email: info@thebooksonline.com
Web:
http://www.thebooksonline.com/
The Books Online is owned and operated by Practical Business Systems Pty
Ltd (ABN 42 100 242 206).
The founders have been involved in business & the accounting profession for
over 17 years, and are deeply aware of the issues facing those in public
practice and small to medium business. More importantly, we are forward
thinking in the way we see the business of the future operating.
An online solution in today's environment should be more than simply having
an information website .... it is about delivering services and
communicating dynamically 24 hours a day whether you are in the office or
not - to anywhere in the world! It is also about working more flexibly ...
when you want and wherever you are.
We have a sound and well established business relationship with our
technology partners, ibCom Pty Ltd (previous winners of the prestigious
Consensus Software Awards). Together we have brought 3 online business
systems to the Australian and international market:
- The Books Online
- Crop Master Online (crop diary & costing system for the agricultural
industry)
- Market Network (online business platform for the fresh food supply
chain)
Over 1,000 users are already enjoying the technology of The Books Online.
We are founding members of the i4 Group .... a select group of innovative
businesses from around Australia working together to "excite customers by
re-defining how they do business".
We are Australian based ..... but globally focused, with clientele already
active in New Zealand. Between ibCom and ourselves, we have offices in
Sydney, Melbourne and south east Queensland.
Through The Books Online, we are proud to be empowering accountants and
small business with a platform that sets new standards in business &
customer management.
We look forward to working with you.
Product: The Books Online
Current Version:
Category: SaaS Small Business CRM Solution
Sub-Category:
Client Platform:
Server Platform:
Database Platform:
CRM & Business Management edition ....
Web-based "Customer Relationship & Business Management" ........ the
necessary companion for those who wish to better manage their client base &
internal operations. Accessible anywhere via the internet from your desktop
PC, laptop or PDA. Perfect for any sized business ....
- Accessible 24 hours a day online from wherever you are in the world
- all of the functionality you would see in any CRM system from around
the world (plus seamless integration into our own online accounting
module available)
- additional contact management functionality, including suppliers,
private and internal contacts.
- e-newsletters for direct client & prospect marketing
- send individual or bulk SMS messages from your screen and save
against contacts
- built-in emails and employee diaries (including automatic SMS
reminders)
- fully customizable prospect management. Track the status (according
to your milestones) of any prospect at any time!
- Extensive project management functionality. Create and delegate
tasks, converse via an e-conversation, set timelines, check progress,
maintain notes and attach electronic files. Great for managing internal
or customer focused projects or campaigns!
- e-messaging, where you, your contacts and your staff can hold secure
online conversations about a topic by posting messages as well as
attaching files! Alert each other via SMS or e-mail (automatically) when
urgent new information has been added to the conversation. You can even
have multiple conversations on the go at any time with different
participants.
- When you are finished that conversation, save it against a contact
or project!
- automated event manager (e.g. seminars or product launches).
Electronically invites contacts to an event, allows respondents to reply
directly via the invitation (thereby automatically updating their RSVP
status), as well as enabling your staff to enter RSVP responses
themselves.
- The most efficient way to manage any type of event. Even seamlessly
display the event on your website (and have it automatically taken off
on a given date).
- extensive contact reporting
- manage sales & marketing campaigns
- integrated website with online shop ..... a brilliant extension of
traditional CRM systems!
- manage customer orders (online orders seamlessly integrate)
- advanced product management, including stock control, volume
pricing, and displaying on website (with pictures)
- create an internal knowledgebase (e.g. "how to" guides for anywhere
access by team members)
- online phone message management (no matter the location of your
employees, they have instant access to all their phone messages). Allows
your receptionist to check the status of all messages, so no call is not
replied to!
- An amazing method of storing documents electronically for access
away from the office .... no special software required! Save and view
any file (e.g. Word, Excel, PDF, pictures, etc.) from wherever you are.
- Automatic backups and upgrades. You will never have to worry about
backing up any data entered onto our system .... we do it all for you!
Upgrades are instantly received by all users when new features are
added.
For pricing details, see:
http://www.thebooksonline.com/directory/shop.asp?site=326
We have yet to review this product.
Have a question about this program?
Then please just email me your question! If the answer is short
& sweet, I will pop you back an answer. If the question requires further
research, I will look into it and post the reply on my blog,
AskRichBohn.com, to share with
others. As always, you can email me at
rich@sellmorenow.com !
Need help searching this site? Try this!
