The SALYN Client Relationship Management (CRM) application allows Business Consultants to maintain detailed contact information about the companies with which you do business. Included are features that help you manage your practice and maintain your firms intellectual capital.

The information you are able to store includes:

Contact Management

  • Address and contact information
  • Correspondence with companies and individuals
  • Activities with and on behalf of the company

Practice Management

  • Comprehensive data about your clients' businesses
  • Projects being done for clients
  • Tax preparation spreadsheets, Contracts, Reports
  • Checklists to manage due diligence

Company records are categorized by their relationship to your firm such as clients, potential clients, prospects, etc. Special categories contain tracking information, templates, import views, etc.

Categories selected in the upper frame display a list of associated views in the lower frame.

Upper Frame

    The view categories in the upper frame sort by clients, potential clients, prospects and all companies. Additional views show the calendar, search information, templates, tracking information, import information and settings/preferences. The category chosen will display the associated list of views in the lower frame.

Lower Frame

    The view selections in the lower frame sort companies by name, services provided, activities, etc.

The view chosen will display in the right side frame showing the company profiles, contacts and projects for each company in the category.
  • Company Profiles contains detailed information about the company and all related activities.
  • Contact records contain contact information about the person and all activities, communications, appointments, documents pertaining to the contact.
  • Project records display the project type and status as well as activities, communications, documents, checklists, expenses, etc. associated with the project.

Comprehensive Search capabilities are available to search by:

    • Location
    • Financial Information
    • Industry
    • Product information
    • Property information

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