IT ALL STARTS WITH YOUR CONTACTS...
At the heart of every business transaction is a customer.
Knowing your customers ?their histories and their needs ?is the first step to selling a great product or service and is fundamental to your success. Yet, in the majority of companies, customer relationships remains at a personal or departmental level. Employees move on and take their knowledge with them, information is lost on desks piled with documents, field staff are working in information silos.

youandi is much more than just a great CRM software product. It’s a web-based database that integrates your customers into the core of your business practice and protects your greatest asset. Its customer relationship management tool makes that first step of getting your contact base visible company-wide and accessible from any mobile computer a painless process. youandi has all the functionality you need to then track, monitor, manage and enhance each of your business relationships and their associated activity. It allows you to easily report on and share meaningful information with selected business associates, investors or your customers.

Because we believe that business is customer driven, we’ve designed youandi with maximum flexibility for our own customers, so you can take baby steps or zero gravity leaps. Turn on the suite of tools when you’re ready to reap the benefits. Tell us what your business needs and we’ll customise the tools for you. Buy the software licence and own the product yourself or run a selection of tools as an operating expense off our server. Add or delete tools as your business changes. You’re in charge. We’ll back you up every step of the way.

youandi - the simple but smart partner in making great business relationships happen.

 FROM YOUR CONTACTS TO RELATIONSHIP MANAGEMENT...
Relationship Management is Asset Protection.
The level of complexity available in youandi is considerable but, the philosophy is simple. Whether the interactions in your business relationships are simply a meeting between two people in your company or complex multi-personnel, multi-company interactions ?all interaction details should be easily recorded and available to all who need to see them at anytime from anywhere.

In a stand alone environment or integrated into a raft of other technologies including CTI (Computer Telephony Integration), MS Outlook, SMS, fax broadcasting or “back end?financial systems like Exonet and MS Great Plains youandi is a user friendly staged approach to integrated Relationship Management.

All your relationship information is stored on a SQL database and accessed by user friendly, browser based “point and click?
  FROM RELATIONSHIP MANAGEMENT TO INTEGRATED BUSINESS APPLICATION TOOLS...
Implementation is a smooth, measurable, benefit driven integration into your business.
Once you have centralised your contacts and you are working dynamically with them tracking, monitoring, managing, enhancing and reporting as required you will identify areas of your business processes that you may wish to automate. Much of the functionality you require already exists in youandi ?it is a case of just turning it on:
  • Contacts Manager
  • Group Manager
  • Calendar
  • Task Manager
  • Event Manager
  • Case/Issue Manager
  • Case/Issue Manager
  • Appointment Manager
  • Document Manager
  • Project Manager
  • Human Resources Manager
  • Report Manager
  • Company Forum
  • Delegate Manager
  • Lead Manager
  • Product Tracking
  • Call Manager
  • Call Cycle Manager (Scheduling)
  • Campaign Manager
  • Quote Manager
If you have specific requirements, we can easily reconfigure youandi to suit your needs.