Relations Management

Integrates With:

  • Sage Pastel Partner and Xpress
  • Sage Evolution
  • Xero
  • Microsoft Office

Product Overview

With this product, Novtel will help any organization take control of its communication and interaction activities, as it occurs.

Novtel Relations Management Software was designed with the intent of managing communication between Clients, Suppliers, Prospects and Employees. By means of e-mail, SMS, notes and instructions, you are able to build a communication history and track-record in one central system. Track all complete and incomplete tasks, as well as task history; and utilize the auto reminder and flagging functions to keep your tasks organized.

This product has powerful filtering capabilities, allowing you to group customers and suppliers according to industries, their needs or supplies, location and their status, whether it be new, existing, pending or other, customized according to your needs.

Novtel Relations Management Software is a valuable tool for sending bulk SMS’s or e-mails to specific groups.

Use the Relations Mobile App to keep in touch with your Customers; Suppliers and Prospects while on-the-go.

Key Features

  • Fully functional as a stand-alone package
  • Seamlessly integrates with Microsoft Office, Sage Evolution, Sage Pastel Partner & Xpress
  • Manage external communications with Customers & Suppliers
  • Manage internal communications, staff incidents and activities
  • Built-in auto reminder system
  • Tracks all complete and incomplete tasks, plus task history
  • Powerful filtering capabilities
  • Send individual or bulk E-mails and SMS’s

The Relations Mobile App

  • The app can display information from, and perform work in, any of the user’s existing list of Novtel Relations datasets, making it quick and easy to manage correspondence on any dataset.
  • Phone; email; SMS and WhatsApp your Customers; Suppliers and Prospects directly from the app.
  • Access important documents and information per Contact –  any time, and from anywhere.

The Novtel Relations Product Demo Video

The Mobile App Demo Video

The Basics of Novtel Relations Management – Manual

The Novtel Relations Mobile App – Manual

Download the Latest Relations Management Version

The Novtel Relations Management Brochure