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Client
Tracking Features
Import client information from other software. No need to reenter client
information—get started quickly.
Records each client's name, business and address. Always know where
to send invoices, marketing pieces, etc. via mail.
Allows you to enter custom formal and informal salutations (Dear Susan)
and addressees for each client. Makes letters and E-mail messages to
your clients more personal. For example, you can change a client named
Sandy Brightbill's salutation from “Sandy” to “George
and Sandy.” Then, when you write a letter or E-mail message to
the Brightbills through SuccessWare, it will begin with “Dear George
and Sandy” instead of just “Dear Sandy.”
Prints custom labels containing client information and information on
those people related to the client. Can print using the popular DYMO®
LabelWriter brand printers. Place labels on client folders, lab bags,
etc.
Store images of clients and their family members along with each person's
name and any comments you may have. Never be embarrassed by not recognizing
a past client or one of their children when they walk into your studio.
Stores home, work, cell, pager and fax numbers as well as an E-mail
address for each client. Always know how to get in touch with your clients.
Automatically dials home, work, cell, pager and fax numbers using your
Hayes compatible modem. This feature is available wherever client information
appears—even orders, sessions, appointments, etc. Please note that
USB modems are not supported at this time. Contact your clients by phone
quickly and easily.
Saves contact notes for each client. Always know the best way to contact
your clients.
Stores unlimited general notes about each client. Record notes on conversations,
client desires/concerns, etc. for easy reference.
Records personal information on each client such as their sex, date
of birth, eye color, hair color, skin color, wedding anniversary date,
school, pets, people who are related to the client (children, spouse,
fiancee, etc.). Allows you to target your marketing. Eye, hair, and
skin color helps when selecting backgrounds and props and can aid digital
artists.
Unlimited customized identifiers to group similar clients. Gives you
the power to categorize your clients in a way that fits your needs for
marketing, etc.
Records personal information on each person related to the client (children,
spouse, fiancee, etc.) such as their sex, date of birth with automatic
age calculation, eye color, hair color, skin color, school, contact
information, and address. Allows you to target your marketing. Eye,
hair, and skin color helps when selecting backgrounds and props and
can aid digital artists.
Unlimited customized identifiers for people who are related to the client
(spouse, children, fiancee, etc.). Aids in market targeting and in many
other ways limited only by your needs and imagination.
Records each client's session history. Market to your clients more effectively
by knowing what you have (and have not) done for them in the past.
Records each client's order history including the total amount ordered
and current balance due. Have up-to-date information about each client's
orders at your fingertips.
Records client information in custom fields you create and name. These
fields are treated just like any other field—you can import them,
search on them, print them, add them to labels, letters and E-mail messages,
etc. Customize SuccessWare to track all of the information that is unique
to your studio.
Find clients by entering the first few letters of their last name or
double-clicking from a list. Quick and easy reference to all of your
clients.
Conveniently lists all of the appointments for each client. Easily find
out when you have scheduled appointments with clients without searching
through your appointment schedule.
Prints address labels for clients and/or their children, spouse, fiancee,
etc. Makes it easy to mail to clients.
Prints personalized letters to clients and their family members. Produce
letters for marketing, follow-up, etc. without leaving SuccessWare.
Sends personalized E-mail to clients and those related to clients. Messages
can include HTML which makes them look just like web pages—complete
with images, web links, information automatically inserted from SuccessWare,
your choice of fonts, font sizes and styles, etc. Compose and send E-mail
messages for marketing, follow-up, etc. right in SuccessWare.
Exclude individual clients from direct mailings. Save money by limiting
your direct mail marketing to past clients that are likely to respond.
Saves a history of all of your correspondence with clients. Always know
when and why you contacted them via mail, e-mail, phone, etc.
Records whether clients are sales tax exempt. Avoid accidentally charging
sales tax on orders for exempt clients.
Unlimited number of clients. Keep a history of all of your clients for
marketing purposes.
Exports client information for importation into other applications (Outlook,
Address Book, etc.).
Unlimited number of sessions and orders per client. No need to reenter
duplicate information for returning clients—just enter a new session
or order.
Easily modify and delete clients. Gives you flexibility.
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 “I
increased my take-home pay from $36,000 to $89,000 in my first year
with SuccessWare. That's a 247% gain! I credit many aspects of SuccessWare
with these results. Success Planning gave me goals to shoot for;
Success Pricing made sure every product I sell is profitable; and
Success Tracking gave me tons of valuable information to keep everything
on course.”
Frank Donnino
Frank Donnino Photography
Boynton Beach FL
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