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Polymedia Business Manager
Easily and effortlessly manage your people, projects and customer
interactions with this simple, flexible and affordable business
management software solution.
Overview
The following is a brief overview of the main features and functionality
of the solution.

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Account & Contact Management
Manage your customers, suppliers, associates and other
company information as well as their related contact persons. Flexible
classification (e.g. types, categories, tags and keywords), customization and integration with
Microsoft Outlook. |
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Project Management
Manage your projects and monitor progress interactively as
well as all related activities such as tasks (i.e. to-do lists),
appointments, phone calls as well as documents. Create and assign your own
"project plans" consisting of the various stages, budgets
and work schedule for each employee. Track budgets, timesheets &
billings per project, stage, employee and view
profitability analysis in both tabular form and as graphical charts. |
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Incident Management
Handle customer support incidents, enquiries, issue tracking
and
resolution. |
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Activity Management
Manage your internal and customer interactions and activities
including tasks, calendar appointments and phone calls. |
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Document Management
Attach any type of electronic document to a customer account,
project, activity or other entity. Documents can include Microsoft
Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Project,
Microsoft Outlook emails, Adobe PDF, images, audio and even
video content.
Templates
Create new documents automatically from templates through
Microsoft Word automation.
How? Simply create a document and add special 'tags'
(such as [Customer Name], [Date], [Address]). When you then
create a new customer-related document based on this template,
these 'tags' will be automatically substituted with the
corresponding customer infomation. |
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Products & Services
Manage your products and services including advanced
classifications, specifications and unique product-specific
characteristics.
(This is a core module for
eCommerce website solutions) |
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Service & Maintenance Contracts
Know exactly what products and
services each customer enjoys (including serial numbers, support
incidents, documentation and other product characteristics).
Create and manage customer contracts or maintenance plans per
product. Each contract contains frequency, activation/expiration
period and other characteristics which allow service incidents
and preventive maintenance work to be generated and scheduled
automatically. |
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Timesheets & Billings
Create and manage personal timesheets and project billing
analysis, including budgets, billable work and non-billable work
(expressed in both time and money). View employee work by day,
week, month, year and project to name but a few. |
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Human Resources Management
Manage your employee information, employment status, emergency
contact details, performance appraisals, reviews, letters and
documentation. Store detailed biographical credentials including
professional training credits, qualifications, personal
achievements and awards. |
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News & Event Management
Manage your company news, announcements and events. Quickly and
easily publish this information to your dynamic website. |
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Membership Management
Create membership schemes and manage subscriptions. Track member
interactions and loyalty points. Print labels, envelopes,
membership cards and perform mass-mailing. |
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Training Centre Management
Manage your entire training centre. Create courses; classes;
participants / students; class occupancy (i.e. enquiries,
confirmations, waiting lists), participant interactions, grades,
credit and training history. |
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Polymedia
Business Manager
Polymedia Business Manager is a management
platform that embraces and integrates productivity through simplicity,
management empowerment principles, customer relationship management
(CRM) and the internet (e.g. e-Commerce) into a single, unified
solution. |
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Personal
Dashboards
Each user has their own personal dashboard showing an organised
view of their entire work-load. Includes notifications; alters
and highlights of overdue items; priority and 'smart' grouping;
incoming/outgoing call panel and more... |
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Microsoft Outlook-style Calendar
You can manage both individual and group calendars (e.g. support
teams, technicians, etc.) |
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Mailing
& Broadcasting
Create personalised marketing and sales campaigns via Email / Fax
/ SMS, and produce mail-merge documents, mailing labels and envelopes. |
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Call
Centre & Activity Dispatch Centre
Track incoming phone calls and work and quickly and easily assign
them to the appropriate persons. No more need for post-it notes
or email reminders. |
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Help
Desk & Knowledge Bank
Create your company knowledge bank, resource libraries and
references for your business. |
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Microsoft Word Automation
Automate Microsoft Word by using templates and automatic
substitution of information relating to customer account,
contact, project, activity, etc. |
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Microsoft Outlook Integration
Access your Microsoft Outlook folder list from within Polymedia Business Manager (including contacts, tasks, calendar
items and email message folders such as inbox, outbox and sent
items). Synchronize contacts, tasks and calendar items. Import
email messages (from your inbox, outbox, sent items or
sub-folders) as documents which are linked to their related
customer account, contact, project, activity, etc. |
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VoIP PBX
Telephony Integration
Integration with selected PBX telephone systems.

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Incoming
Calls
When a call comes in, a notification box is displayed showing
clearly the name, company and number of the person calling. |

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Outgoing
Calls
Simply click on a contact's telephone number to make an outgoing
call.
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Internet |

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Dynamic
Websites, eCommerce Solutions & Web Portals
Use Polymedia Business Manager as the underlying fabric for
managing and running your dynamic website, eCommerce solution
and web-based business portals.
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