Customized FileMaker Pro templates

• Capture client contact information and client history, at the touch of a few buttons - movie demo >
• Generate an invoice in less than a minute - movie demo >
• Gather marketing information for specific targeting - movie demo >
• Keep a record of correspondence - movie demo >
• Create time sheets
• Manage projects
• Generate client and financial reports

“OMZ” includes a marketing database, appointment diary, comprehensive accounting/invoicing, correspondence (e-mails, letters, faxes), time sheets, mailing lists and labels, document and image library.

“OMZ” is designed based on today’s growing needs for client centric business. - movie demo >

The principle used was based on gathering information in one spot to be managed at different levels with dependable security in place. The main concern was linkage of information for network sharing. As well as the general importance of information tracking another very important feature and benefit Dzines’ focus is on is client financial reporting. Our business solutions are powerful yet user friendly. - movie demo >

“OMZ” can accommodate single through to multi users and offers comprehensive CRM - Client Relationship Management solutions. Security password protection allows you to control access for various levels of users from the data entry personnel to the busy executive who needs to be aware of the business developments at the touch of a few buttons. - movie demo >

OMZ Features and Screenshots

Contactz
Contactz is the central file containing contact information for clients, partners, employees etc.

• In depth contact information on two levels: business and/or personal with the ability to store primary and secondary mailing address options - movie demo >
• Marketing Groups - movie demo >
  • The Ability to create company marketing groups
  • Contacts may be individually attached to a specific marketing group or
  more than one marketing group.
  • A contact may be attached to a group individually or as part of the company
  • The ability to view all members in a marketing group
• Automatic printed envelopes and labels
• Ability to link contacts (eg employees or spouses) to minimise data entry
• Variable search options for general use and reporting
• Data entry fields are colored for quick visual reference - movie demo >

Complete file features >

Profilez
Profilez stores and displays summary information on each contact with the purpose of viewing client history.

• Easy and instant access to client history such as appointments, finances, and letters
• One File client profiling/viewing - movie demo >
• Better CRM - Client Relationship Management

Complete file features >

Correspondenz
Correspondenz is the file in which the user may create letters, faxes or e-mails.

• Why FileMaker? Letters, faxes or e-mails don't go missing
• Letters and faxes are stored as a permanent record linked to the relevant contact.
• Ability to use a 'standard letter' at the touch of a button (see the "autofill" file)
• Standard word processing capabilities - movie demo >

Complete file features >

Autofillz
Autofillz is the file that allows the company to create a series of standard or commonly used letters as templates for a consistent professional image.

• Standardize your company image and messages
• Creation and control of templates can be regulated at the executive level
• Reduce time spent on creating letters for common scenarios - movie demo >
• Editable bank of letters allows you to add or subtract text without changing the original templates
• Spell check and preview are incorporated into this file

Complete file features >

Notez
Notez is used for tracking client/partner/employee/supplier notes and internal messaging

• Secure sharing of information - movie demo >
• Historical record for contacts - movie demo >
• Intra-office communication and personal "to do" lists
• Standard message handling capabilities such as reply to, forward
• This file can be backed up along with all of the files for protection
• Note Inclusions - movie demo >

Complete file features >

Appointmentz
Appointmentz is the file that manages client appointments and executive schedules

• Ability to make appointments for multiple executives at multiple locations - movie demo >
• Ability to create recurring appointment times or blocks
• Easy navigation with option to set appointment preferences - movie demo >
• This file has several notes and message options
• Each appointment has a direct link to invoices - movie demo >
• Searchable

Complete file features >

Invoicez
Invoicez allows the user to generate invoices for a contact in minimal time

• Invoices are created using a pre-defined service item list
• Extensive reporting options available
• Preferences and security can be set by Management
• Ability to split a single payment across multiple invoices for a contact or company
• Contact history and notes are displayed for quick reference

Complete file features >

Orderz
Orderz allows the user to generate orders for suppliers in minimal time.

• Ability to pick an item code from a list
• Extensive reporting options available
• Ability to securely record delivery instructions and credit card details
• Ability to search for specific criteria

Complete file features >

Time Sheetz
Time Sheetz allows the user to keep an accurate record of time spent on clients and projects.

• Ability to invoice directly from time sheets to Invoices.
• Ability to run reports by employee, project, client.
• Ablilty to charge mulitiple rates.

Complete file features >

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