Elements CRM 4.0 Feature List

Admin

The Admin Element is the master Element, used to customize and configure your company's Elements CRM experience. This is where you can add new users (employees) and set their access permissions, create tax jurisdictions, locations, resources and more.

Home

Each user gets their own individual Home Element to set up their info, change their password and other cool stuff. You can view all your priorities of the day while you're at Home and setup a custom dashboard, just the way you like it.

Calendar

Keep track of what you have going on each day with the Elements CRM Calendar. It's got all kinds of nifty tools, like the Meeting Maker which instantly checks everyone's availability. Plus, you can view the calendar of other users in the system. Sweet!

In/Out

You can no longer get away with taking extra long lunches. The In/Out Element knows when you are working. It also has a fantastic timer for tracking time spent on projects. Generate time sheet reports to bill your clients, or to prove to the boss that you've been busy.

Contacts

This is a place for your personal contacts like your dentist, golf buddies or grandma. It's fantastic; you can click the twitter icon to jump to their twitter page, or instantly start a conversation on iChat. The coolest part is that you can drag in a vCard and watch it upload automatically!

Mail 2.0

The Mail Element is connected to Elements CRM Mail™, our really awesome email integration app. Emails sent and received between you and your clients are automatically recorded with each customer's history. learn more

Message

Good communication is essential to any successful organization. The Message Element makes it possible with internal messaging between you and your team and automatic project updates for project managers. Send from Elements CRM on the desktop and the iPhone!

Notes

It's time to say good-bye to your sticky-notes. With the Notes Element, you can jot down your thoughts and all the different tasks you need to get done. Notes keep things simple.

Sales

This one has got it all. The Sales Element is where you store important info about your leads and customers, track communication history and schedule follow-ups, create estimates and invoices, set preferences and create custom fields; the list goes on and on and on.

Products

No matter what you sell, or how you sell it, the Product Element can help you track and organize every detail about it. Products can be a physical product or a service you provide. This Element ties into the Sales Element, providing a product list to choose from when making sales.

Marketing

This one takes Elements CRM to the next level. It's got a really cool integration to Mail Chimp for email marketing campaigns, and has a twitter app built right into it so you can tweet while you work. The Marketing Element can even generate a Mail Merge for letters, envelopes and mailing labels.

Developer

Product development will now be an organized process. Users may submit customer feature requests or product issues to your company's engineer, who then manages these requests using the nifty tools of the Developer Element.

Finance

Elements CRM encompasses all business management activities you face on a daily basis and the Finance Element brings it all together by allowing you to post the data to your accounting program. Choose from Acclivity's Accountedge or or the Quickbooks Desktop Version.

Internet

When's the last time you needed a password and couldn't find it? Or a software license serial number? The IT/MIS Element is a fantastic tool for organizing all of this important info, safely and securely.

Projects

The Projects Element is a robust project tracking tool for managing internal and client projects. You can build project templates which are great for routine processes, you can track budgets, manage tasks, generate invoices and all the other stuff that goes along with project management.

Designer

Every company has it's own style. The Designer Elements is where you can customize the look and feel of your estimates, invoices and reports. Change the colors, upload your logo and setup default fields.

Reports

Reports in Elements CRM are new and improved with the addition of the Marketing Element. View employee reports, sales reports, check out your accounts receivable, and more.

Payments

Who doesn't like collecting money from their customers? That's what the Payments Element is all about. Setup your Elements CRM account to receive credit card payments via Paypal™ and Authorize.net® and create your own custom web page to receive payments online!

Backup

The Backup Element is for those looking for extra data protection. Keep backup sets so you can rollback your data to a previous date or compare the data as needed. learn more

Utilities

The Utilities Element is all about saving time. It's got super cool tools for things such a mass deletes, exporting lists and even importing your data! This is one Element that's nice to have around when you need it.

Connect

Using our SDK, you can connect your website into Elements CRM, having leads signing up instantly flow into your Elements CRM account. The connection uses a SOAP protocol. Don't have a clue what that even means? Hire Ntractive to build the connection for you!

Mobile 1.0

Always have your data accessible from the palm of your hand with Elements CRM Mobile. A big announcement is coming January 2012. Stay Tuned! learn more