1. Manages customer data with full order history access

• Search your data by multiple fields, like phone number, address, email, name, etc., even part of a name or address

2. Puts reminders and marketing on auto-pilot

• Marketing Funnel tells you every day who needs to be called, sent an email, or mailed a reminder
• Targets special groups, such as pet owners, for increased results
• Prints envelopes and labels
• Personalizes your mail for added impact
• No other word processor needed

3. Schedules jobs, appointments, meetings, even recurring jobs

• Color-codes your service area, so you can match job colors to instinctively build tight routes
• Prints route sheets for techs
• Prints work orders and estimates
• Flexible recurring scheduling

4. Gives great Accounting Options

• Links to QuickBooks; transfers the invoices you create in Camelot with zero double-entry
• Prints ivoices directly, even emails invoices as desired!
• Tracks accounts receivable, taxes collected, commissions earned, and more

5. Makes contact management a snap

• Logs phone calls, complete with time duration and provides area for notes
• Schedules phone calls automatically per the active Marketing Funnel, or manually as you need to
• Gives reminder alarm on a per-CSR basis at the exact time and day an important call needs to be made

6. Reporting

• Tracks advertising performance so you clearly know which ads are making you money
• Referral tracking and financial rewarding ability
• Tracks technician performance and productivity on the job
• Tracks sales-related data
• More!

7. Great Estimating and Order processing

• Fast order entry makes estimates more accurate and frees you to answer another call quickly
• Use one of many proven form designs or have us customize your own
• Single or multi-part forms work with Camelot
• Phone scripts help you consistently close more bookings

1. ALL NEW, SQL-Compliant Database Platform!

• Faster performance. Search virtually instantly through tens of thousands of records!
• Easier maintenance and data backup
• More secure
• No practical database file size limit
• No practical limit for number of Users
• Smaller footprint (simpler installation)
• True client/server architecture and transaction processing (records are locked/unlocked individually – no inconsistent user conflicts as found in other databases)
• No Compact/Repair necessary – automatically maintains data integrity
• Simplified product registration system

2. Caller ID integration

• When a call comes in from someone in your database, Camelot automatically pulls up the appropriate screen before you even pick up the phone
• Performs one of several actions when phone rings as you prefer: open the customer's record with full history, open a new estimate for the customer, etc.
• To set up, simply plug your phone cord into your computer's modem "phone in" jack, then connect a phone cord from the modem "phone out" jack to the phone. Now Camelot can grab the Caller ID info as it passes through your computer!

3. Improved Mapping

• links to Google maps, Yahoo maps, or MapQuest
• Gives driving directions and maps between jobs

4. Improved Accounting

• Now forecast your receivables based on any "as of" date you wish with the Aging Accounts Receivable report
• Easily set up multiple Accounts Receivable reports each with their own relative "as of" date to forecast for multiple times in the future
• Set a “Closing Date” that locks any invoices on or before that date, so they can no longer be altered by anyone who does not have the master Administrator password

5. Better Payment tracking

• Payments are now stored separately from Bills for clearer viewing
• Easier to apply a single payment to multiple bills

6. Enhanced Reporting

• Vital Statistics summary on the main menu (customizable for each user) to keep a quick eye on up-to-the-minute performance in key areas without digging through reports
• Easily hide sensitive Vital Stats report data from select users as desired
• Report fields and parameters have been reorganized to help simplify the creation of cusotm reports

7. Better Marketing

• Hate stuffing mail and licking stamps? Let Camelot send your targeted mailing groups to our integrated mail house/letter shop so reminders get done for you (postage and letter shop fees apply)
• You no longer need to re-run your entire series of Marketing Funnels just to test the results for one new or modified marketing step; now test each step as they are set up to preview results
• Emails: can send personalized emails directly from Camelot. History of emails sent shows up as part of each client's history, so you know what offer they're referencing when they call
• Testimonials: Stores and categorizes testimonials that you get from clients, so you can use them to promote your business and close more sales faster. Generates a targeted list of testimonials based on services performed and/or geographic area which you can pass on to prospects for review. For testimonials, can add a document path which can be opened right from the contact info screen (can do this with each order as well for scanned copies of orders or other order-related documents)

8. Improved Support and Training options

• New Web Knowledge Base with instant answers and more regularly updated topics
• Extended phone support hours available
• Ongoing web-based training sessions available
• Limited On-Site trainings available