P Contact manager and address book.

P Managing follow up files with date, hour and description.

P Financial profile with signature ( situation : legal, financial, tax, successional ).

P Needs analysis insurance with signature.

Maintain V.I.P. relationships with your customers

• Complete customer and prospect files individuals and corporations

• Managing follow up files with date, hour and description

• Cumulative record of your financial product sales by customer

• Needs analysis insurance with signature

• Files for scanned documents ( virtual filing cabinet )

• Address labels for birthday cards

• Address labels for customer, prospect and/or by city

• Files for renewal revenues and trailer fees

Print out a multitude of reports 

• Financial product sales history 

• Purchases and expenses history

• List of commisions and bonus to receive

• Detailed list of receipts, payments and deposit

• Financial calculator ( loan and investment )

• Petty cash ledger ( meal and other expenses )

• Transaction ledger ( income and expense )

• Annual car kilometer report and log book

• Annual fiscal car expense report and car expense account

• Income and expense summary

• GST/PST tax reports and more!