CRM Software

Raising the productivity of your Financial business is my goal! I'll help you profit more in less time by designing and building custom CRM Software to match the specific requirements and workflow of your Financial company. Please make sure to setup a No cost Consultation or give me a call.

Get Much More Done in Less Time

Boost the productivity and profits of your Financial business. Custom designing for your workflow helps you to save your profits!  I'll design and then develop your custom made CRM Software with this goal in mind.  As opposed to building something which causes you to modify your workflow procedures, I design and then build your CRM Software based on your unique workflow. Each business follows distinct methods and operations to get the work done - that's exactly what makes you competitive. I will examine your unique workflow then build your CRM Software  around it.

Business Automation Solutions Since 1996

I have been designing and developing software applications since 1996, starting JustGetProductive.com in 1999.  Since then over 300 organizations all across the USA, Canada, European countries, Israel and Africa have come to me for custom software applications. The Internet, e-mail, phone and web meetings permit me to quickly design your custom made CRM Software no matter where you are on the globe! The Design Phase is a technique of designing a model of your CRM Software and e-mailing screenshots of it to you repeatedly for your inspection. You can ask for improvements continuously up until the design fulfills your specific requirements. Then I'll build your software application by utilizing your finalized design as the guide.

Free Phone Consultation & Quote

Use my online scheduler to set up an appointment for a free consultation and we'll explore your needs. I'll listen as you describe your distinct needs and help identify the particular features that will meet the workflow of your Financial business.  I'll provide recommendations of how you could profit more in less time!  I'll then create a comprehensive flat fee price quote for your CRM Software.  I can typically have it to you within just a working day.

• Complete development process detailed
• Itemized feature details
• Screenshot and report examples
• Non-disclosure agreement enclosed
• Flat fee pricing determined by count of visible fields and add-ons
• NO hourly rates, No fee for forms, No fee for reports

You'll Just Pay for Fields and Add-ons!

Forms (screens), reports and standard features are INCLUDED FREE OF CHARGE as part of your CRM Software project. You'll ONLY pay a flat rate for your visible fields (the ones you can see) on your screen or reports and any special Add-ons you may need.  Flat rate pricing means no hourly charges - regardless of the hours needed to perform the work.  You will Never be charged on an hourly basis.  Price quotes include all the time needed for your project, all programming, training and corrections.

• Visit my pricing page
• See what's included free with your project
• See standard features
• See form templates
• See report templates
• See what visible fields are
• See what Add-ons are
  

See Hundreds of Screenshot Examples

You can see hundreds of screenshots of software packages I've developed over the years. These will certainly give you ideas for your CRM Software. These are merely samples - I'll customize yours to meet your unique requirements.  You can literally see exactly what can be accomplished!

• Customer Forms
• Dropdown / Settings Forms
• Job & Project Forms
• User Login Forms
• Menu Forms
• Order Entry Forms
• Report Forms
• Search Forms
• Status Viewer Forms

Virtual Design

I'll design your CRM Software working with a virtual design model. I'll e-mail screenshots of your design to you every day or two so you can see how it looks.  Next you provide me feedback and I'll make design changes. This particular phase is very interactive and I'll require suggestions from you every day or two until finally your design is complete.  You should continue to request modifications until eventually the design complies with all of your specific needs.  Your final completed design is going to be utilized as a guideline in the developing of your CRM Software in the Production and Testing Phase. Excellent attention on design minimizes most corrections after deployment of your software. 

Get it Done Right the First Time

Your virtual design will be used as the guide to produce your functioning CRM Software. This means there'll be no surprises when you receive it - you will have already seen it several times.

Installation & Training Included

As soon as your CRM Software is completely ready I'll walk you through the installation and thoroughly instruct you exactly how to use it. Installation and training are always included at no cost with each of your software projects.

You Will Have Full Ownership

You'll have full ownership and rights to the completed CRM Software. It's OPEN CODE; I just put it together and then hand it over to you. You'll have complete access to everything as though you had created it on your own!

Web Meetings Save Time & Funds

By making use of live web meetings, phone and email travel is minimized. This will save you money and saves all of us time. I use GoToMeeting regularly. I can see your screen and you will see mine.  You can actually watch while I make modifications to your design.  You should ask for design sessions, training sessions and other live meetings through the use of my online scheduler.

Ongoing Support and Upgrades

Upgrades comprise around one third of my business. I'm always available for you when you are ready to add new features to your CRM Software. Each upgrade will be designed in advance just as your first application was.

100% Guaranteed

I guarantee your CRM Software will perform in accordance with your approved custom design model. Any feature which doesn't function according to your approved custom design model, will be fixed at no charge to you.