AstonCRM Features

AstonCRM is a fast, lightweight yet full-featured Desktop CRM solution. All data is stored on your computer, therefore, CRM is extremely quick, secure and works without Internet!

Main Features

• Accounts, Products and Schedule modules, all data cross-linked
• Numerous ways to print and export information from CRM
• Encryption option
• Data aggregator, "CRM Today" module - all data on one screen
• Open format database (Firebird) - easily accessible by other tools

CRM Today

This is a single screen which aggregates the most relevant information for Today. Just by looking at the Today screen you can immediately tell what's your plans are for today and several following days.

• All data you need today at a single glance
• See scheduled meetings and relevant clients for today

Accounts

This is where all your Accounts are stored. Initially 3 pre-set groups are made, but you can add custom groups as well. Easily move Accounts from one Group to another, sort, filter, export and print out.

• Pre-set groups "Leads", "Potentials" and "Accounts"
• Add as many groups of clients as you want. A client can belong to multiple groups
• Pre-set fields for Accounts. Add new fields, as many as you need!
• Add meeting or show meetings for a particular account without leaving current account window

Products

Here all products are stored. They can be stored in groups, each product belonging to several groups if needed. Easily move around, copy-paste or filter the products.

• Add as many groups of Products as you need
• Add any custom fields

Schedule

Intuitive, immediately accessible scheduler which stores all meetings linked with Accounts and Products. You can immediately see, export or print your full schedule for any period, be it day, week, month or year.

• Full-featured Scheduler with all fields you need
• Color-coded, easy-to-read day, week, month, year schedules, with easy set up of recurring tasks or events
• Completion date, priority, and category properties for each task
• Full drag-and-drop support for fast rescheduling
• Easy printout by days, weeks or months, with saving to HTML