Reduce the Pressure with Sales Assistant 5

Sales Assistant 5

Sales Assistant 5 Features

Store unlimited clients, phones, email, notes
Create individual notes for any client for any day
Set any note as a "follow up" reminder
Scan for current and past due events
View activity lists for any period
Option to can for reminders at Windows startup
Export client info as Excel-compatible (CSV) file
Many additional program options available
Edit client info from any window at any time
Context-sensitive help available at a keypress
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Product provided via electronic delivery
Current Version:
Last Update:
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Trial Period:
Windows 98 up
30 days
100% Clean - No Virus/No Spyware
No Ads - No Nag Screens

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Imagine: a full-time sales assistant who tracks your appointments, reminds you when to pick up copy, keeps track of birthdays, anniversaries, and can even give you a written report of your activities to keep management happy.
Sales Assistant 5 from does all those things and more. And best of all, this sales assistant won't ask for vacation time, a raise, or call in sick just when you need it most.
Try Sales Assistant 5 FREE for 30 days. If it makes life easier, register it for just $12.95 and enjoy it forever.

Putting Your Best Assistant Forward

Sales Assistant was developed as a quick and easy way of keeping track of important client meetings, appointments, and events that busy sales people tend to overlook or forget.
Sales Assistant 5's main window lists all the clients you have on file and may be sorted by client name, contact, or any of the other columns displayed. The toolbar makes selecting common tasks even easier. Double-clicking a client displays the detail screen with information and notes about that client.

Keeping On Top of Things

In the detail window, use the calendar to jump to any date and create a note or reminder. Check the "Follow-Up" box to have Sales Assistant remind you when that date arrives. You'll see a list of follow-up actions each morning when you first start Sales Assistant. Print the list to take with you for the day.
Managing notes and follow-ups is easy with Sales Assistant's Note Manager. With one mouse click view a list of all notes and jump directly to the note for any date to make additions or deletions. Roll any event forward to a future date when a meeting is postponed or rescheduled.
Completed events can be deleted or remain on file to create an event history for a client. Histories can be printed for any range of dates at any time, giving you a snapshot of activity for clients whenever you need it.

Email Clients Within Sales Assistant

When a client's email address is stored in Sales Assistant 5, you can email that client with a single mouse click right from within the program. Sales Assistant opens your email client and pre-addresses the email, just enter your message and click "Send".
Sales Assistant 5 features new printing options, including the ability to print only those clients with notes for the period selected. You can also send an activity report via email direct to your sales manager or other supervisor.
30 Day FREE Trial
30 Day FREE Trial
Add as many clients as needed, limited only by hard disk space
Client information includes contact name, address, phones, gatekeeper
Email client from the main program window or from the client detail window
Sort on screen client list by any column and rearrange column order as preferred
Create notes or reminders for any date -- as many dates as desired
Mark any date as a "follow-up" to receive an alert for that client when the date arrives
Scan clients for notes or follow-ups for any date range, past or future
Option to scan for follow-ups due for current date when Windows starts
Export selected client information and notes to a CSV (Excel-compatible) text file
Backup and restore client database via industry-standard Zip files
Optional reminders to back up your database by day, week, or month
Global Note Manager lets you add, edit, delete notes for all clients
Options when rolling past-due notes forward to copy or remove notes from original dates
Report options include generating activity lists for any date range
Expanded program options to control scans, program behavior, default print options
Edit any client from the scan window, Note Manager, or Global Note Manager with a mouse click
Select multiple clients for editing or adding notes and page through them as desired
"Activity Report" also serves as an instant sales manager's report
Email any report directly to your sales manager or other supervisor from within the program
Import existing client files from third-party applications via CSV files
Size client detail window as desired and increase text size of notes for easier viewing
Latest version features increased database speed and performance
Undo/redo text changes in the client detail window
Context-sensitive help at the touch of a button or mouse click
30 Day FREE Trial

Our No-Hassle Guarantee

Try Sales Assistant 5 FREE for 30 days. If you don't like it, just choose the uninstall option from the Start menu and bid the program farewell. We don't include any ads, pop-ups, or malicious code in our software. We don't ask for your name or even your email address when you download (you'll never get any spam from us!)
Let Sales Assistant 5 help you improve efficiency, keep your clients happier, and make your life a little easier.

Additional Features Detail

Sales Assistant 5's main window is fully sortable
Scan for client notes or meetings for any date
Client information window is sizable with unlimited undo/redo
Note Manager gives you complete control
Import client lists into Sales Assistant 5
Options allow customization of how Sales Assistant 5 works
Context-sensitive help is available at the touch of a key

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