Perfect PA: Cross-platform CRM software for the Sole Trader

Perfect PA Sole Trader is specifically designed to help you manage all your contacts and communications quickly and efficiently Perfect PA Sole Trader is Contact, Communications and Operations Management software which allows you to create, instantly file and access details of people and businesses. It also enables you to create, instantly file and access communications (including quotes, invoices etc) with them. It has all the key functionality of Customer Relationship Management (CRM) with powerful capability for accurate targeting of contacts and businesses for mailshots and eMailshots .... and you can assign all your documents to individual projects. Time saved on routine administrative tasks means more time available for developing your business Instant access to previous communications means more efficient working Unlike some other contact management packages, Perfect PA Sole Trader has been designed to suit most business environments so there will be no need for expensive customisation. Perfect PA Sole Trader has: Letters, eMails, Mailshots, eMailshots Quotes, Proformas, Invoices, Credit Notes, Purchase Orders, Delivery Notes, Receipts Projects User Fields, Flags, Categories Envelopes & Labels, Lists & Reports, Import Routines, Advanced Searches To Do's, Calendar, Meeting Notes, Quick Notes, Jotter Quick Review, Best Practice, Help Perfect PA Sole Trader is for the single user. If you anticipate expanding to allow other users access to data in a network environment, you are advised to purchase a single copy of Perfect PA SME at the outset.

£325.00 + VAT

Perfect PA Sole Trader

Everything you need to run your business in one easy-to-use software package

Perfect PA Sole Trader enables you to...

• Save time on routine administrative tasks

• Automatically create and file emails, letters, faxes, and meeting notes

• Instantly view the communications history of your contacts

• Categorise your contacts for more effective management

• Quickly produce mailing lists and targeted mailshots

• Manage your tasks and appointments

• Update and track individual projects

Main Features

Contacts

Record all details of contacts, customers, suppliers, prospective customers and other businesses, relating all contacts to businesses where applicable
Create and easily access a VIP telephone list

Communications

• Search and scroll through communications history with contacts or businesses or by event.

• Letter, fax, eMail, mailshot and eMailshot creation and recording in one location.

• Keep up to date and track individual projects

Operations

Create quotations, proformas, invoices, credit notes, purchase orders, delivery notes and receipts with easy conversion from one to another
Export invoice data easily to standard accounts packages

Target Mailing

Staging a sales and marketing campaign or organising an event?

Define flags and categories to identify interest groups and/or use the powerful Post Code map to select Post Codes and find contacts within them for your targeted mailing activities.
Use the extensive selection of lists and reports for data entry, flagging and sorting of records, export of data and printing
No more difficult mail merging: easy merge fields facility in both mailshots and eMailshots

Other

• Import existing data from other files (including Outlook)

• Enter essential contact details quickly via the Main Menu

• Track all tasks (To Do's) and access the calendar feature

• Access easily important information of the day via the Main menu

• Set a wide variety of user preferences including background skins

• Select US letter paper size, triggering USA terminology within Perfect PA Sole Trader

• International address formats

System Requirements

Mac OS X 10.4.8 or later
PowerPC G3, G4, G5 or Intel-based Mac
56MB RAM

Mac OS X 10.5. x
PowerPC G3, G4, G5 or Intel-based Mac
256MB RAM

Windows XP Pro or Home Edition
Pentium III 500Mhz or higher • 800 Mhz 32-bit (x86) or higher
256MB RAM
SVGA (800x600) or higher resolution video adaptor and display

Windows Vista Ultimate or Business or Home
512MB RAM
SVGA (800x600) or higher resolution video adaptor and display

It is recommended that you use the default dpi setting for your monitor.

Demonstration copies of Perfect PA are downloadable by using the links contained in the eMail that will be sent to you following your completion and submission of the form below. These copies are clearly marked "demo" and contain all the features of Perfect PA. You will be able to input a limited number of records and create a limited number of communications and operations (invoices etc), but be aware that once you have reached the maximum, no further records can be created. The demo copies are pre-loaded with a limited number of dummy records, communications and operations with most fields of each record containing fictitious data. Please note that any resemblance to any organisation or person is entirely coincidental.

Once you have downloaded a demo copy, you are recommended to print out a copy of Quick Review to aid your understanding of Perfect PA. At an early stage, you should also visit Preferences from the Main Menu. The minimum system requirements and recommended screen requirements are shown in the More Information tabs on this website. Having downloaded your demo copy of Perfect PA, you may wish to arrange a callback. After you have purchased a copy of Perfect PA, you should delete the demo copy.

If you would like to learn more about Green Button Software products and to have someone telephone you, please complete the following details and press SUBMIT.