Screenshots
Screenshots for CRM Template (Advanced)
Here are a few screen shots of the RPT Software – CRM Template (Advanced). The other products have similar type screens, however functionality varies on each template.
Account Screenshots:
This is a list of all your accounts. You can easily search or filter the list to find any account information. The ribbon at the top allows for easy navigation to other areas of the program.
Account Detail screen (General Tab). The detail screen shows information for one account and all related information (contacts, Former Contacts, Activities, Opportunities, Invoices) 
Account Detail screen (Groups/Misc Tab)
Account Detail screen (Files Tab). Note: we removed this feature from the template. Contact RPT Software for details if you need this feature added.
Account Detail screen (Relationships Tab) Note: we removed this feature from the template. Contact RPT Software for details if you need this feature added.
Contact Screenshots:
This is a list of all your contacts. You can easily search or filter the list to find any contact's information. The ribbon at the top allows for easy navigation to other areas of the program.
Contact Detail screen (General Tab). The detail screen shows information for one contact and all related information (Activities, Opportunities, Former Companies)
Contact Detail screen (Groups/Misc Tab)
Contact Detail screen (Relationships Tab) Note: we removed this feature from the template. Contact RPT Software for details if you need this feature added.
Activity Screenshot
An activity is used to record various types of information (appointments, meetings, phone call, emails, task/to dos etc...). This is the list screen that list the activities.
Activity Calendar
Activity Detail Screen
Opportunity Screenshot
Invoice Screenshot
Report Screenshots
There are a few types of reports available in this template. Reporting is usually customized for each client's needs.
Example of one report
Email Screenshots
Emailing is very flexible and lets you send single or multiple custom emails with customizable email templates (txt and HTML) emails. Selecting an email template to use:
Customizing an email template
Previewing an email (before sending)
Letter Screenshots
The database works in conjunction with Microsoft Word to provide custom word merge documents.
Selecting an letter template
Completed Word Merge (in Microsoft Word)
Filter/Querying Screenshots
Filtering and searching can be done in numerous ways. This is an filtering by groups.
Filtering by Query (these are queries the user has created in Microsoft Access)
Filtering on a List screen. Every column allows filtering (numerous ways to filter)
Export and Mapping
You can easily export data to Excel or map accounts or contacts in Google Earth or Google Maps.
Export to Microsoft Excel
Export to Google Earth
Export to Google Maps