1. Powerful SQL Database Architecture!

• Faster performance on client searches
• No "Repair & Compact" maintenance needed
• Easier data backup
• More secure: invoices can be locked, releases smaller record pieces over the network if applicable
• Have as many clients in the datbase as you want; no practical limit
• Enjoy as many simultaneous users as you want over your network (limited only by user-licenses you have purchased)
• Simple, fast installation
• True client/server architecture = no inconsistent user conflicts as found in other databases
• DAO issues have been elimiated
• Simplified product registration system

2. Caller ID integration

• Automatically pulls up your client's info before you even pick up the phone!
• Choice of actions when your phone rings: open the customer's record with full history, open a new quote/order screen for the customer, etc.
• Easy setup; works on any phone system with 3rd-party device from callerid.com

3. Improved Mapping

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

4. Improved Accounting

• Now view your receivables based on any date in time you wish, past, present, or 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. Great for service done for apartments or property managers with multiple units!

6. Enhanced Reporting

• Vital Stats: automatically gives you up-to-the-minute data in key areas right on Camelot's main screen
• Easily hide sensitive Vital Stats report data from select users as desired
• Easier Custom Reports: report fields and parameters have been reorganized for clarity and increased reporting options

7. Better Marketing

• NEW Marketing Setup Screen: features setup wizard that guides you through most common pieces of your marketing campaign without you having to understand complex criteria.
• NEW "A/B Split-testing" functionality lets you send two versions of an offer to a group of your clients or prospects to see which gets the best response
• Now test individual steps of your campaign: speeds edits or additions to your marketing campaigns. Allows you to see a preview of results for a given step of your campaign instantly, without having to leave the Marketing Setup screen and wait for Camelot to re-run your entire Marketing Campaign
• Emails: can incorporate emails directly as a part of a marketing campaign. 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

• Quality, experienced live phone support
• 24/7 searchable online Knowledge Base (KB) with instant answers and regularly updated topics
• Live web-based training sessions
• Video training available
• Limited On-Site trainings available; call for details

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. Automates your marketing

• 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
• Predicts time that a scheduleed job will take to enhance productivity
• 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 invoices in seconds
• 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
• Reports are highly customizable
• 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