Coyote Recordkeeper Features

Powerful Single Source Contact Manager Consolidates Your Business Information

Consolidate your contact records. Customers, Vendors, Contacts of all types. Manage contacts for an unlimited number of companies or divisions and easily manage grouping of contacts. Coyote supports each contact record to contain unlimited direct contact phone numbers, unlimited additional contacts name, phone and emails, additional location entries for different branches or shipping destinations and for automotive customer unlimited vehicle entries. The contact database assists in data entry with US and Canada zip code lookup, city drop downs and auto complete. See each contacts. recent orders and contact activity.

Coyote's contact management module is powerful and completely integrated with each other area of the program. Client contact records allow you to see the complete picture of your interaction with your customers, consultants, sales associates, staff and customers--all with a few clicks of your mouse.

Track All Client, Customer, Vendor, or Staff Information in One Place

Coyote includes many integrated client-contact and client history features. The Contacts module is the best example of this integration. You can track emails, telephone calls, flyers, in-person meetings, telephone conferences and any other type of contact your organization requires. Your staff can access log item details from each client's record. Details of past phone calls, emails and other log items are here. You can even send emails, compose/print letters and initiate phone call within the application. Coyote captures the date, time, details and notes for you.

Integrated To-Do and Customer Contact list

In conjunction with the contact tracking features, Coyote integrates To-Do and customer/client contact lists. Each sales associate, salesperson, administrator or other staff person has personalized To-Do and contact lists. Lists can be sorted by priority, next date to call, type of action and more. When you use Coyote to initiat contact, or update a log item, your records are automatically updated.

Mangers, or staff members with the designate permissions, can also assign To-Do items to other staff members. Mangers can also review each employee's lists and followup on incomplete or pending items.

Track Associated Sales and Purchase Orders

The contacts module screens include areas for tracking sales orders and purchase orders. Each record--whether it be a vendor, staff person, customer or consultant has a easily accessible record of the business you do with them. Details of each order can be pulled up right in the contact manager. You edit, update, delete and initiate new orders from the contacts screens. Coyote also includes a number of fully-featured accounting tabs so that you can track even more detailed information about your customers, vendors and clients.

Notes, Vendor Details, Special Options

The Notes 'drawer and the Special Options 'drawer' give you even more options within the contact manager. Notes allows you to type free-form whatever you'd like to enter into that client record. While we suggest you craft business process around this field, it is a blank slate. Like all Coyote fields, the content of this one is indexed and searchable. If you have Vendor Details enabled, you can see a snapshot of a vendor's pay menthods, markups and pricing in that drawer. Special Options allows you to create groups and then add your clients/contacts to these groups. You can sort by group, add referral codes, payments, and other tracking.

Track Per Customer Discounts and Custom Pricing

Advanced pricing discounts are available to be set per contact to ensure proper price quoting and discounts on specially priced goods. You can assign discounts per SKU, category and of course to one of 4 pricing levels.

Complete Time and Billing

Time billing and auto invoicing features are multi user and allow for remote sales to log their time and submit time on the go with or without Internet Access. Auto billing features let you invoice for time, deduct from account or accrue time billing until invoiced.

Support Tracking

Support services integrated to manage issuing of support tickets, logging activity and support tickets with integration with the dialing and inbound call tracking.

Other Features

Altigen Phone System Integration

With integrated dialing from Altigen and other possible phone systems dial throughout the program and store links to the call entry for notation and listening to the recorded conversation (Full integration for in/out bound calls on Altigen systems). Auto lookup based on inbound call with backup searching from caller id and caller ID lookups to find and create new contacts instantly when the call is answered. Extensive duplicate checking prevents duplicate contact records and eases staffs need to find contact. With each call or contact log entry, quickly notates the conversation with our quick fill buttons and schedule call backs and to do items.