Version

EPBOS

EPBOS Plus

Feature

Case Management

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Client information capture

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Contact appointment information capture

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Preset case lifecycle

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Preset contact appointee types

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Preset product types

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Next action pending triggers

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Third Party Management

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Introducers information capture

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Providers information capture

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Suppliers information capture

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User Management

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Multi-user support

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CPD Log

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Membership & regulatory information capture

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Department support

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Prospect Management

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Manage Follow-up & call-back dates

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Drag ‘n’ Drop data import feature from Microsoft Excel

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Email campaign response  & click-through analysis

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Customisable  question & response  capture

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Email & Marketing

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Marketing list query builder

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Letter mailshot

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Address labels

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e-Mailshot

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HTML email support

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Drag ‘n’ Drop messages from Microsoft Outlook

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Attachment support

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Document Management

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Drag ‘n’ Drop files to client & third party folders

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Letter builder (using MS Word templates)

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Diary Management

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Case, Client & Third Party linked events

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Multi-user view

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Schedule re-occurring events

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Internal Messaging & Reminder service

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Finance Management

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Client & Third Party invoicing

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Payment allocation

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Credit control

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Automated invoicing for standing orders

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Reporting

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Standard Management Information report pack

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Advanced report pack

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Product Management

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Customisable product & price management

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Administrative & Setup Functions

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List filtering, query builder & sorting

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Automated backup agent

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Networkable

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Customisable case lifecycle

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Customisable list values

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Customisable folder locations

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Customisable list filters

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