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A survey revealed "that businesses are suffering from having multiple
(and possibly conflicting) databases". Keeping in regular contact with
your clients can become a nightmare if all your databases hold different
information. Why settle for inefficiency when you can install one
centralised database that will provide an immediate return on your
database.

Rapport is an innovative solution for
the business looking to cut costs and increase accuracy. As client
retention becomes more of an issue, it makes good business sense to
install a system like Rapport with a centralised database, so
duplication is eliminated and accuracy ensured.
Rapport’s intuitive document management system automatically saves
documents in the appropriate client file allowing instant recall to a
full client history. Firms no longer have to worry about a complicated
filing structure.
The system also delivers time and costs savings through its automatic
letter writing facility. All members of staff can produce their own
correspondence quickly and easily should the need arise.

Rapport is used in small, medium and
large firms throughout the UK. It allows staff to build a rapport with
clients through the sharing and management of client information across
the practice.

Yes.
If you and your staff are used to working with Microsoft Word or Office,
they will feel comfortable with Rapport from the start.

In several ways. Overall, it increases efficiency and firms report
major savings in administrative time.
Rapport supports the administrative function so that if a member of the
team is away, it provides an automatic letter writer.
The system automatically saves the work away into the relevant client
file so finding it at a later date presents no problem.
Rapport automates routine tasks such as bulk mailings. There is no need
to mail merge letters – Rapport does it for you and cuts the time spent
on producing end of year letters from weeks to days.
Savings are also reported in phone costs. Because Rapport provides
comprehensive client information on screen instantly, partners feel
confident enough to take a client call straight away and no longer have
to return the call when the file is front of them.

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Focuses on the client
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Automatic letter writer
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Notes and reminder feature allow notes to
be typed up as a phone call is taken
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Advanced search facility through fields
or text
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Comprehensive list of client
correspondence on-screen instantly
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Cross referencing between clients is
easily achievable
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Documents are stored automatically in
client file in date order
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Automates complete mail merge routine
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E-mails clients instantly by connecting
to your email software
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E-mails documents to clients simply by
clicking one button
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Document archiving and retrieval
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Existing data sources may be used to
import into Rapport
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Additional client data may be used to
produce powerful reports
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Rapport data can be exported for usage in
other software
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Automatic updating link to Accord
(Practice Net’s accounts production software)
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Favourite Client list can be stored
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Favourite Item list also available
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Optional Document Scanning module for a
more complete correspondence file
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Importing of spreadsheets into the client
file

32bit Windows software product
Available as standalone or networked versions
Requires Microsoft Word 97 or above to be installed
Microsoft Windows 98/2000/XP or Vista
Minimum hardware requirements: -
Pentium Processor with 128MB RAM
A CD-ROM
A screen resolution of at least 800 x 600 pixels
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