Front Office Box

Work the way YOU want to with elegant, capable, software that stays out of your way.

• Bill more hours, not wasting time on administration.
• Record everything about client relationships, and keep it where you can find it.
• Organize records your way, with Tags.
• Collaborate with colleagues and associates.
• Plan projects and schedule resources.
• Monitor deliverables and assignments.

Why build your own with Office software when Front Office Box is designed to fill the gap between desk top and back office?

Our CCSM does a much better job of it:

• Work with Email to drive workflow and maintain client histories
• Work with iCal, publishing reminders to desk top and phone calendars.
• Export your data for integration with office applications.

Click here for a Free Demo.

What You Need to Know, When You Need to Know It

You don’t need to remember because Front Office Box doesn’t forget! Planned actions? They’re right there when you log in. Missed dates are history. Slipping dates? Maybe this deal should go to the backburner. No more time wasted on sales that never close.

What You Need to Know, Where You Need to Find It

Post your Emails to dashboard and file them where you need them. Assign messages to opportunities and actions, and create new actions. Keep your correspondence where you can find it - with Opportunities and Contacts.

Single View of Your Customer Relationship

The company, the people you work with, addresses, phone numbers, correspondence and meeting notes, planned actions and documents. Everything you need for the call with the CEO, in one page.

Organized Your Way, With Tags

Build your own relationships with Tags. Who’s in which network and who do they know? Market segments and customer relationships, all defined your way. With Tags, user defined fields are complexity nobody needs.

Plan to Win

What’s the opportunity? How much is it worth? What’s your strategy? How will you execute it? Planned actions, completed, due and overdue, correspondence and documents. Everything you need to manage the deal on one page.

Manage Like the Professionals

Focus on deals which are moving forward. If it’s not going anywhere, put it on the Back-burner. Stay on top of the plan, if agreed dates keep slipping, maybe this isn’t one you want to invest any more time in.

Send Web Pages Not Emails

RFPs, RFIs, surveys? Collect information from as many contacts as you want. Create your own questions – open, closed and closed with scoring. Send invites individually or grouped with Tags. See who’s replied, and who hasn’t.

Compare Responses

See all the responses on one page, review by person or question, rank by score. Keep a permanent record. Now there’s no need to make lists of responses – WebRequest does it for you.

Help and FAQ’s

Everything you need to know, or want to find out, about Front Office Box. Vision, Strategy, Direction, Road Map, user case studies .

Serious about Selling

Our compendium of best practice contributed by professionals who’ve made a lifelong living out of selling.

Open for Business

Directory of businesses just like yours, managed by people just like you – Open for Business, interested in collaborating, and using Front Office Box.