CBData® Pro for Small Businesses
CBData® Pro is our new, small business product, specifically created for people who operate a small business out of their home. Small business owners want a product that can aggregate all of the critical information about their business, a lot of which is the same as for their personal lives; the address, the professional firms, the contacts, the service providers, etc., but additionally, they need the ability to safely house their business plan, their incorporation documents, their business continuity and disaster recovery plan, their employees or consultants – the contracts, the reviews, the compensation. They also need a way to track their CRM - prospects, clients, their IT inventory and, of course, all of the zillions of passwords used for their business. CBData® Pro does just that! And it allows you to reuse information that you’ve input in the personal side of the product. CBData® Pro even has a billing program, so you can create invoices and statements for your clients and customers. And, like CBData®, there is no limit to the number of business profiles you set up, or users that you can permission to see whatever tabs you want them to see. There are Reminders, Trackers and Event Logs and so much more! And CBData® Pro accepts imports from Outlook, Quicken, QuickBooks and Excel, just like CBData®. In fact, CBData® Pro and CBData® are housed within the same database and their look and feel is identical, so if you know one side, you know the other! Isn’t it time to Simplify Your Business Life?
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... store important business information
... get a complete list of all of business professional contacts
... have a list of every vendor that services each business office.
... see a list of the business's critical documents and where they are
... see a list of the business's credit cards and who has them
... see a list of the business's financial accounts
... create a list of all non-brokered investments of the business
... have a consolidated list of important business information that includes asset values
... have an asset/inventory program to catalog technology.
... have a list of all virtual and physical software used by the business
... have a list of all business passwords, combination locks and code
... have an easy way to track business deadlines and appointments.
... know everything you need to get back from an employee
... know what benefits you've given each employee
... have a list of all equity and options given to employees
... have employees account for their time - by client, by category
... keep track of every type of communication, by firm or person
... snapshot of every prospect and what you need to do next
... snapshot of every client and what you need to do next
... be able to track anything I want, by custom categories and by person
... complete invoicing program
... can include timesheet information
... summarized billing information by client
... ability to customize dropdown screens
... import from other programs
... have a secure program with user permissioning.
... be able to password protect certain information
... know who revised records in the program
.. attach copies of documents, receipts, scans and pictures
... create my own categories to track
... create unlimited sets of information and not have to reenter the same information twice.
... have a help menu for every screen
... easily back up and restore my data