SoEasy Marketing is designed for a company or organisation who's primary business operation is direct marketing or telemarketing.

With the SoEasy Marketing version you get the full back office capabilities of the Small Business Version with a powerful CRM database, products register, quoting, invoicing, debtors and creditors management systems, and a powerful reporting tools.

You also get:

• The Call Centre Module to schedule calls to clients

• The Advance Marketing Module to produce and manage direct marketing campaigns

• The Advertising Tracker to find out which campaigns are working

• And you can always view the client's previous historical trading

Reps can be automatically paid a commission on sales or manually calculated.

It's a powerful combination that can be deployed in a single user situation or easily manage a team, in one or more locations, within a local region or world wide deployment*

Add-ons (see bottom of page for more information)

A good add-on to the system is the Sales Manager which provides a facility to set individual sales rep targets and for the system to automatically report to the sales rep on their daily performance.

Despatch Manager will co-ordinate the delivery of goods to the clients without the need for the reps to leave their seats!

There is a special Call Centre Monitor add-on that can display all sales reps performance in a real-time display screen. A spot prize function can add encouragement and motivation to your sales team as they achieve their targets*

* Please contact us for more details

• Cash based General Ledger
• Automatic GST reporting on Invoice and Payments basis
• Handles 3 bank accounts: Cheque 1, Cheque 2, Investment
• Handles 1 cash on hand account
• Other bank accounts can be managed
• Memorise transactions for easy recall
• Instant display of bank account balances so you always know your bank balance
• Instant display of GST balance
• Import transactions from your bank's web page
• Pre-built chart of accounts which can be modified
• Establish Divisions and create a separate chart of accounts for each division
• Define a budget and report on budget versus actual
• Easy GST reporting

• Bank statements
• Monthly bank reconciliation
• Year bank reconciliation
• GST allocation check
• Non-GST transactions
• GST Returns
• GST 101 summary
• Receipts and payments
• Monthly transactional analysis
• Divisional analysis
• Divisional performance
• Cheques issued
• Cash flow predictions
• Posting analysis
• End of year help guide
• Accountant's information
• Chart of accounts
• Trial balance
• Extended trial balance
• Asset purchases
• Liabilities
• General ledger

• Fully integrates with Cash Book

• CRM Database

• Products Register

• Quotations

• Invoices

• Job Cards

• Credit Notes

• Statements

• Creditors

• Job Costing

• Marketing

Many reports are available. This is a selection.

Database

• Database analyses
• Client Performance

Debtors

• Individual client trading
• Individual account
• Debtors Trial Balance
• Detailed Aging Report
• Historical Statement Summary
• Debtors for selectable period

Creditors

• Individual creditors history
• Individual creditors current account
• All current creditors
• Historical transactions

Products

• Customer price list
• Customer price list by supplier
• Customer price list by category
• Export to spreadsheet/csv
• Reps price list
• All values
• Stock Setting List
• Stock Value
• Heading - Category - Product

Sales

• User definable and for any period
• By Invoice, Division, Rep, Client, Product, Category, Heading
• Export monthly analysis by product

Commissions

• Sales Rep