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iKnowBasic: The most vital organization tools

Stay organized anytime, anywhere...all you need is a connection to the internet.

Organization helps to create easy communication. iKnowWare facilitates communication within the team, and with customers. iKnowWare makes communication, scheduling of resources and reporting simple.

Contacts

iKnowWare provides a single view of all contact information.

Begin building corporate contacts from a single screen. All individuals within an account are interconnected so you are able to find the information you need quickly by contact name or account name.
All historical information including communication, lead activity and marketing programs are tracked and available in one location.

Messaging and receipt of Alerts/Remainders

iKnowWare's secure Internal Messaging enables you to message from your workplace, home, wireless mobile phone, or PDA/PocketPC.
Message individuals, team members or collaborators within iKnowWare and include documents, update contact or task information, even calendar and event schedules instantly.

Calendar/Schedule

All you need to know on the go…

View your calendar from your workplace, home, wireless mobile phone, or PDA/PocketPC device. The calendar features up to the minute information for your daily tasks and allows you to update instantly appointments and meetings. The Calendar also keeps track of personal appointments and company-wide events.
With iKnowWare's built-in permissions system, you can share your calendar with colleagues who need to know your schedule, while maintaining the privacy of personal meetings. Create appointments from a single iKnowWare view, including tasks which are tracked and automatically updated with your changing schedule.
Eliminate many of the phone calls, e-mails and searches for available equipment/resources that inhibit productivity.
With iKnowWare's Calendar / Schedule, you have all you need to know on what people, resources, and equipment are available.

Standard Reporting

iKnowWare provides and extensive array of standard reports, providing a complete overview of your business.

IknowWare’s massive list of standard reports includes:

  • Accounts
  • Activities
  • Appointments
  • Audits
  • Cases
  • Competitors
  • Contacts
  • Documents
  • Inventory
  • Leads
  • Opportunities
  • Orders
  • Products
  • Sales
  • Solutions
  • Support
  • Tasks
  • Territories
  • Users

External Emailing

IKnowWare enables users to stay focused on the task at hand. There is no need copy and paste information, just send the data you need right out of iKnowWare. With iKnowWare’s external emailing capabilities you can send your customers the information when they need it.

PDA / Mobile Enabled Web Views

iKnowWare is a web-based (no-installation) on demand process management / CRM solution that can be accessed from any internet enabled device, including PCs, PDAs, Mobile and VoIP telephony products.

Personal Tasks

One of the most basic impediments to productivity is task management.

iKnowware has the power to keep track of personal action items, delegate tasks to colleagues, employees, or members of a project team. Track the progress of a task from start to completion and view status by owner, task, case, or any criteria you choose.

Lead Broadcast Communications

Many times the success of a tradeshow, meeting or event depends on a quick follow-up communication. iKnowWare provides your sales and marketing teams with personalized template based e-mail messages that can be sent as soon as the lead is entered.

Document Management

One of biggest impediments to any organizations of all sizes is organizing, keeping up with and controlling access to documents.

Whether those documents are marketing literature, educational materials, process documentation or reports, with iKnowWare’s document management system your documents are organized according to your corporate needs and available to anyone with the correct access privileges. And best of all, those documents are available to anyone with an internet connection. There is no need for VPN capabilities or the need to call somebody back at the office to email a document to the field.

iKnowbasic
Contacts
Messaging and receipt of Alerts/Remainders
Calendar/Schedule
Standard Reporting
External Emailing
PDA Enabled Web Views
Personal Tasks
Lead Broadcast Communications
Document Management
iKnowAdvanced
All the features of iKnowBasic Plus:
Case Management
Case Tracking
Personalized Customer Service Views
Case Collaboration
Solution Tracking
Automated Customer Response Templates
Custom Reports
Account Management
Campaign Management
Web Cast / Document Broadcast Service
Order Entry
Inventory Control
Project Task Management
iKnowProfessional
All the features of iKnowBasic & iKnowAdvanced Plus:
Account Management—Finance and Operations
Web Based Lead Capture
Competitor Tracking
Mail Merge
List Management & Segmentation Reports
Lead Management
Sales Management
Sales View Dashboard
Lead Tracking
Forecasting
Competitive Reporting
Variable Pricing by Date / SKU
Message Alerts
Task Management