- ProgressCRM Standard edition
- ProgressCRM Enterprise edition
- ProgressCRM International edition
- Which edition?
- Interfaces, modules and add-ins
- Windows interface
- Browser interface
- Web Service interfaces
- Events module
- Membership module
- Sales Order module
- Sponsorship module
- Accounts Link module
- Card Payments module
- Direct Debit module
- Helplinepro module
- Legacy module
- Light Up A Life module
- Major Gifts module
- Segmentation module
- BankFinder add-in
- TaskCentre add-in
- Currency Conv add-in
- Inbound SMS add-in
- Outbound SMS add-in
- Postcode add-in
- Postcode Plus add-in
- Translation add-in
- ZipAddress add-in
- Data encryption add-in
- Mailsaver add-in
The creation, distribution and management of business documents are commonplace activities for management personnel and administrative staff alike. Traditional document concepts still form the backbone of structured business communications and transactions.
TaskCentre® Document Automation functionality provides tools that enable organisations to connect existing applications and systems, which can automatically generate and distribute document flows, to all the company's stakeholders and trading partners. Whether they're reports, letters, order acknowledgements, invoices or statements, structured and repetitive documents can be automatically generated, presented and delivered via a variety of formats and channels.
Illustrations of how TaskCentre®'s Document Automation is operating in organisations today are:
Finance
- Monthly statement distribution
- Credit control letters
Human resources
- Job specification circulation
- T&Cs of employment
Customer Services
- Welcome packs and SLAs
- Monthly support calls report
Sales & Marketing
- New product introductions
- End-of-line product specials
Example channels
email, fax, print, pdf, Microsoft Excel & Word, HTML, CSV, Tab separated, RTF, and Crystal Reports
