For the project manager in small and medium-sized businesses, CONTACTfile Tracker offers the organised way of keeping track, and be reminded of the work in hand. It has all the functionality of CONTACTfile Pro, but with added extras.

There are three components of CONTACTfile Tracker. They are:

• SALES tracker
• TASK tracker, and
• CAMPAIGN Manager
  

All three components are based on a reminder system, but each have their own unique advantage.

Sales tracker, to keep track and be reminded of key actions in the sales process:

• Keep track of leads and the actions you take
• Be reminded when the next action stage is reached
• Record the potential value of each proposed contract
• Estimate the chance of success at each stage
• Calculate the weighted value of contracts at each stage
• See how well your sales activities are doing overall

Task tracker, to record progress as you undertake work for clients, and be reminded to do each stage at the right time:

• Set the kind of projects you want to do
• Assign a set of task stages for each type of project
• Record and define the work projects you do
• Keep track of various stages of a project as it progresses

Campaign tracker, to manage campaigns undertaken between you and a group of contacts:

• Collect together a set of contacts as subjects for your campaign
• Record a set of actions to take on each member of the group, or on the group as a whole
• Be reminded of when these actions are due