Run your entire organization from the Internet
 
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  • Easy Setup features
    Setup Wizard
    Fully Customizable Brand and Imaging
    No knowledge of HTML required
    Variety of Templates to Select from Fully Customizable Greeting
    Fully Customizable Logo & Header
    Fully Customizable Menus & Sub-menus
    Bulk Load Product Importer
    Bulk Load Contact Importer
    Easy entry to Create Contact Us page
    Automated Link to Map Quest
    Easy entry to Create About Us page
    Page Links Automatically Created

  • Sign Up Members
    Define an unlimited number of unique Membership Types.
    Each Membership Type can have different fees, acceptance requirements, and benefits.
    Allows members to join more than one Membership Type, e.g. National Membership and International Membership or Book of the Month Club and DVD of the Month Club.
    Create informative Membership Descriptions.
    Integrates with PortalProdigy Document Editor to create colorful descriptions without knowledge of HTML.
    Attach online brochures to provide additional information including beautiful and dazzling multi media presentations as well downloadable and printable formats.
    Mini Browser Feature Component can include solicitations for membership on your site’s home page.
    Membership Types support Initiation Fees, Renewal Fees and Recurring Dues Fees.
    Recurring dues can be specified in days or as “annual”, “quarterly” or “monthly”.
    Initiation Fee and Recurring Dues can be prorated for calendar year, quarter, or month; fixed for calendar year, quarter, or month; or fixed for specified time period.
    Membership provides lock option, to preserve fee amount with additional option to fix the fees for set period of time or an indefinite period (such as lifetime).
    Supports promotional codes to apply discounts to membership fees.
    Require fees to be paid at time of application submittal or upon approval.
    Define Membership application forms and questionnaires.
    Tracks approval date and approved by.
    Option to include a Membership Agreement.
    Option to require that Membership Agreement either be (a) signed and returned as hard copy; or (b) offered as online acceptance page.
    Automated Membership billing. Supports user preference to have credit card automatically billed or to be invoiced. 
    Creates invoices for membership billings with ability to send as email or printed and mailed based on user preference setting for each member. 
    Membership collection and online payment processing using credit cards or Pay Pal. 
    Membership Application report which lists each applicant’s signup information with their completed application form.
    Membership Renewal report lists each member due for renewal along with fees and payment method.
    Membership Dues Collection report lists each new member, their membership fees, amount collected and amounts currently due , Grouped by Membership Type with subtotal by Group.
    Send automated Membership Renewal notices by email.
    Send automated Membership Approval notices by email.
    Automatically assign security groups to new members when they are approved for membership.
    Auto response notification  sends email to responsible party upon application for new membership.

  • Email & Print Graphic Newsletters
    Create standardized newsletter types in advanced.
    HTML, Text and 11X17 (8.5X11 4 page folded) formats available.
    An unlimited number of contributors participate simultaneously adding and updating content at their convenience until date of publication. 
    Newsletters may be automatically emailed to specified individuals, contact types or interest groups via email. 
    Merge print format Newsletters with contact data and print mail ready letters on any remote users printer or save to a digital file for a digital printing service such as Staples, Sir Speedy, Kinkos, etc. 
    Created, update and manage newsletters remotely from any web browser.
    Multiple columns are auto formatted. 
    Customizable color scheme setup, .gif or .jpg graphic header capability, side bars, automated contents creator, feature formatter, and advertisement form are included for HTML and Print Format templates.  
    Public or private archives on website can present newsletters for future review.
    Emailed Newsletters can be Text or HTML format.
    Automatically creates publication archives separated by user defined type and sub-sorted by date.
    Archives as well as individual newsletters can be set to public or private.

  • Post News Articles
    Keep members, staff, customers, vendors and investors up to date on the latest news affecting your organization. 
    Rapid entry interface used by Administration to enter news and current event items. 
    Headlines displayed on the homepage where visitor can click on individual items of interest to view the detailed news record.
    Supports Multiple contributors and contribution tracking.
    Clicking on the News menu link accesses the News List which displays each article title and sub-headline. 
    Clicking on a title in the list accesses the news article detail.
    News articles may be entered in Text or using built-in online WYSIWYG HTML editor.
    Attach stylized documents such as HTML and PDF.
    Articles may be Public or private

  • Process Payments
    Accept online payments for event registration, donations, product purchases, subscriptions and membership dues.
    Accept payments for online use of PortalProdigy features such as Exchanges and Press Release.
    Works with Internet merchant account payment systems and accept Visa, Master Card, American Express, and Discover credit card payments as well as online checks.
    Allows for “pay on account” option.
    Manages refunds and credits.
    Publish payment, collection and receivable reports. 
    Automated Payment Authorization
    Option to Require Address for Credit Card
    Manual Payment Authorization
    User Definable Credit Terms
    Ability to Require Financial Approval
    Bank Charge-back Entry & Reporting
    Distribute Single Payment to Multiple
    Orders/Invoices
    Payment Entry By Contact or Company
    Credit Memos
    Payment Reports
    Receivables Reports

  • Manage Prospecting
    Generate electronic and printed mailing campaigns in advance using Broadcast Templates, Publications Manager or Document Library imports from your favorite desktop publisher.
    Load prospect lists using built-in Contact Import Utility.
    Schedule marketing and sales tasks using Notes/Tickler feature.
    Remotely assign activities to specific members of your team
    Install campaign specific Mini-Webs on your website
    Enhance sales using discounted Membership Types or Product Promotions feature.
    Create online customer interview and qualifying forms using Surveys Manager.
    Support customer inquiries using Discussions Forums or Ask the Expert feature.

  • Supplying Information
    Provide customers, vendors, employees, investors, members, constituents and others with topic browsing or keyword searchable knowledgebase with Text, HTML, .PDF, Video, Audio and other format files.
    Regularly broadcast easy to produce email publications with the latest news, policy briefs and press releases.
    Maintain an unlimited number of public or private discussions and web logs
    Sustain lending libraries, service exchanges, and other Internet community enhancements
    Let shoppers obtain all kinds of information from online Website Product Catalog
    Instantly notify News, Radio or TV Public Relation Individuals within minutes of any exciting accomplishment
    Provide an unlimited number of directories based on contact type, security group or special interest just like search engine white and yellow pages
    Display event calendar and event details.
    Broadcast informative Calls to Action messages via email rapidly mobilizing constituents into a focused force. 
    Report publicly or privately on all activities and PortalProdigy features including orders, payments, event registrants, memberships, renewals, broadcasting, uploads, downloads, logs, etc.

  • Post Jobs
    Post internal jobs or implement a fee paid job board just like the big guys.
    Completely customizable fields.
    Customizable search capabilities.
    Delegate remote entry
    Automatically broadcast job notices with link back when new jobs are posted.

  • Receive Job Applications
    Automatically notify administrator via email of postings
    Customize interview questionnaire using Surveys Tool.
    Completely customizable fields.
    Customizable search capabilities.

  • Track Shipments - Under Development

  • Deliver Digital Content
    Deliver content free or for a fee
    Fee delivered content can be pay-on-demand or membership based.
    Easily provide all file types including standards such as HTML (.htm), Adobe PDF (.pdf) Rich Text Format (.rtf), Word Document (.doc), Audio (.mp3) and Video (.mpeg).
    Accept payment online.
    Automated notification for content administrators
    Visitors can retrieve content by browsing categories, searching on keywords and via links embedded in other pages and menus or through the online product catalog.
    Automated expiration option deactivates content and/or download ability based on specified expiration date.

  • Host Discussions
    Build community amongst customers, employees, vendors, investors and contributors
    Easiest way to learn what the market thinks about your organization
    Provides communication channel directly into the market.
    Support an unlimited number of public and/or private discussions and web logs..
    Permitted users start on-line discussions as desired from anywhere, anytime.
    Organized by group and topic.
    Permanent archive becomes part of the organization’s knowledgebase.
    Discussion archives may be searched and sorted by words or phrases. 
    Conversation threads may be followed from matching records.
    Hyperlink insert tool allows discussion participants to redirect others to specific resources on the internet.

  • Support Customers
    Automatically deliver periodic customer promotions, brochures, newsletters, notices and promotions.
    Create customer resource library using Document Resource Library feature
    Discussions feature provides user groups with excellent self-help tools
    Provide third party expert access with Ask the Expert feature.
    Assign follow up activities and delegate support work using Tickler Notes
    Quickly convert huge manuals created using MSWord into index linked mini-webs (Visit our manual converted mini-web)

  • Analyze Activities
    All visitor activity is logged
    Generate reports on individual feature activities

  • Research Markets
    Collect prospect data online from visitors.
    Conduct regular surveys of customers to assess overall satisfaction or to gain knowledge regarding specific areas of interaction. 
    Create surveys with an unlimited number of questions using any combination of multiple choice, true/false, rating or text answer formats and collect answers online.
    Discussions feature to implement focus groups.

  • Compile Lists
    Collect contact data and preference information from online visitors.
    Import lists using import utility.
    Search and sort data on multiple data fields.

    Generate lists from contact database.
    Export to spreadsheet, database or contact management software friendly delimited format.
    Define specific static and dynamic fields to report to list.

  • Partnering
    Share links with other sites
    Implement chapter option to share feature databases with partners, chapters, branches, subsidiaries, etc.

  • Advertise
    Easily submit spider friendly pages to search engines
    Create special membership types  for opt-in email list collection.
    Automatically deliver promotional materials and product notices using Publication Manager or Broadcaster.
    Display banners on web pages

  • Tickle Actions
    Remotely assign tasks to system users.
    Enter dates for follow up actions for yourself or others.
    Search and report tasks based on date, activity type, user, etc.
    Maintains record of actions taken on behalf of contacts.
    Share critical information with all team members, inside and outside your organization.
    Maintains history of administration, customer support, prospecting and contact activities with specific individuals.
    Centrally manage prospecting activities.
    Create reminders and To-Do’s.
    Search for note records by contact name, company name, action taken, follow-up actions, status, prospect type, memo content, date range, creator and task assignee.
    Create an unlimited number of notes for any contacts.

  • Promote Discussions
    Build a customers community.
    Easiest way to learn what customers think about your products, services and organization.
    Provides communication channel directly into your market.

    Spider friendly pages are picked up by search engines as discussion archives grow
    Create special discussion groups with opt-in email list terms and automatically deliver promotional information and notices using Publication Manager or Broadcaster.
    Display discussion promoting banners on web pages
    Organized by group and topic.
    Permanent archive becomes part of the organization’s marketing and sales knowledgebase.
    Discussion archives may be searched and sorted by words or phrases. 
    Conversation threads may be followed from matching records.

  • Catalog Products & Items
    Create Unlimited Number of Products
    User Definable Product Types and Categorizations
    Supports Use of Product Name & Code/Part#
    Allows Detailed Product Description
    Define as Taxable/Non-Taxable
    Define Unit Type & Costing Method
    Weight for Shipping
    Define Colors and Sizes
    Color chart
    Additional Descriptive Information
    Preferred Vendor & Purchasing Information
    Manufacturer Information
    Small Picture
    Large Picture
    Link Brochures to Products
    Define Keyword Search Categories
    Attach Notes & Follow-up to Items
    Inventory Control
    Product Reports

  • Answer Questions
    Create Frequently Asked Questions List with links to sophisticated support using Menu Builder.
    Provide customers, vendors, employees, investors, members, constituents and others with topic browsing or keyword searchable knowledgebase with Text, HTML, .PDF, Video, Audio and other format files.
    Charge "Experts" to be anonymous contacts of Ask the Expert feature providing them leads and customers an answer network.

  • Survey Customers
    Survey customers online before or after a sale. 
    Your sales and marketing staff can examine data immediately as it is collected. 
    Implement a customer survey from idea to reality within hours. 
    Conduct regular surveys of customers to assess overall satisfaction or to gain knowledge regarding specific products and services. 
    Use an unlimited combination of multiple choice, true/false, rating or text answer formats.
    Survey notices can be automatically broadcast to specified sales teams via email.
    Customers answer questions at their convenience from any Internet browser.

  • Manage Documents
    Document centric model that makes it easy to manage your website’s content.
    Easily import all file types including standards such as HTML (.htm), Adobe PDF (.pdf) Rich Text Format (.rtf), Word Document (.doc), Audio (.mp3) and Video (.mpeg).
    Separate public content from private content. Individual documents (files) and folders can be secured, permitting access only to authorized users.
    Secure collaborative workspaces for sharing documents and files amongst members of a group.
    Checkout and check-in feature to track if document is currently being edited and by whom.
    Once authorized, documents are made accessible in the Resource Library. 
    Automated notification is sent to submitters of rejected documents.
    Create and edit web pages (documents) without knowledge of HTML using WYSIWYG online document editor.
    Visitors retrieve documents by browsing categories, searching on keywords and via links embedded in other pages and menus.
    Search results are enumerated and easy to navigate.
    Automated expiration option deactivates documents based on specified expiration date.
    □  Viewer tracking reports statistics on who, when and what has been viewed.
    Integration of documents with Event Registration, Membership Signup and Product Catalogue to display and manage Brochures and other related documents.
    Integration of documents in Mini Browsers and Menus to provide direct links to documents

  • Share Data
    Set-up any assortment of private access groups to logs, reports and feature use data.
    Provide access to event registration lists, contacts, sales data, visitor logs, survey responses, political action, mailing, exchange usage, and lots more.

    Publishing facility fosters the regular publication of newsletters, releases, briefs, reviews, etc. with consistent format from issue to issue. 
    Provide public or private access to publications archive.
    Display links to related sites and synergistic vendors using menu builder

  • Enhance Communications
    Multiple content and editorial contributors participate simultaneously adding and updating content to an assortment of publications at their convenience. 
    Remotely assign tasks to system users.
    Create public participation exchanges such as resume and job posting boards, vendor operated catalogs, trainer or speakers bureaus, and other visitor operated organization sponsored bazaars or markets. 
    Post news and keep members, staff, customers, vendors and investors up to date on the latest news affecting your organization. 
    Furnish visitors with an event calendar, program information and signup ability. 
    Generate electronic and printed mailing campaigns in advance using Broadcast Templates, Publications Manager or Document Library imports from your favorite desktop publisher.
    Permit users to start on-line discussions from anywhere, anytime.
    Broadcast Calls to Action messages via email rapidly mobilizing constituents into a focused political force.
    Provide customers, vendors, employees, investors, members, constituents and others with topic browsing or keyword searchable knowledgebase
    Notify News, Radio or TV Public Relation Individuals within minutes of any exciting accomplishment from any Internet browser. 
    Host discussions and build community amongst customers, employees, vendors, investors and contributors
    Provide third party expert access with Ask the Expert feature.
    Conduct regular surveys of customers to assess overall satisfaction or to gain knowledge regarding specific areas of interaction. 

  • Trigger Events
    Specify expiration of documents, pages and other resources.
    Automatically close event registrations upon condition triggers.
    Create an unlimited number of email broadcast templates triggered by specified feature occurrences
    Automatically send renewal invoices and discontinue privileges at end of term or upon payment grace periods.
    Automatically activate fulfillment procedures upon order receipt.
    Delegate tasks.

  • Broadcast Notices
    Create an unlimited number of text or HTML message templates.
    Schedule email broadcasts for specific dates and time or upon occurrence of a specified system event.
    Configure triggers to notify any one person or specific groups.
    WYSIWYG HTML document editor – Like a word-processor that automatically converts your document to HTML (The program language for creating web pages).
    Automatically notify recipients about online submissions such a new listing on an exchange, news articles, event registrations, etc. 
    Online interaction with practically any PortalProdigy feature can be set to trigger a notification and include current record data from the triggering feature merged strategically into the message content.
    Include attachments from the document library or your computer or network.
    Use broadcaster to export data into database or mail merge ready software.

  • Collaborate
    Allows for multiple administration levels
    Implement chapter option to share feature databases with partners, chapters, branches, subsidiaries, etc.
    Conduct surveys with an unlimited number of questions using any combination of multiple choice, true/false, rating or text answer formats and collect answers online.
    Share critical information with all team members, inside and outside your organization using Tickler feature
    Set-up any assortment of private access groups to logs, reports and feature use data.
    Provide access to event registration lists, contacts, sales data, visitor logs, survey responses, political action, mailing, exchange usage, and lots more.
    Provide public or private access to publications archive.
    Multiple content and editorial contributors participate simultaneously adding and updating publications' content
    Display links to related sites and synergistic vendors using menu builder.

  • Conduct eMarketing
    Sophisticated Email Broadcaster
    Bulk Loader for Easy Import of Prospect Lists
    Send Personalized Emails to Selected Contacts/Prospects based on User Defined Criteria
    Insert Field Tags for automated Mail Merge from Database
    Include Attachments to Broadcasted Emails
    Create Emails as Plain Text or Use our Integrated Easy Editor to Create HTML
    Automated “Thank You” Email sent to Registrants
    Automated “Order Confirmation” Email sent to Customers
    Automated “Email Notification” sent to Responsible party for each Registrant and Order
    Alert the Media with the Automated Press Release Broadcaster
    Keep your Customers and Prospects Informed using the Newsletter Publisher
    Easy Maintenance of Meta Tags
    Meta Description Submitted to Search Engines such as Yahoo and Google

  • Fulfill Orders
    Manage and fulfill orders for products as well as events, exchanges, membership and Press Releases. 
    Create, collect, review, report and manually edit any orders and invoices created by feature components, such as Event Registration, Product Purchasing, Press Releases, Exchange Fees and Membership Fees. 
    Allows administrators to manually modify order information for exception situations. 
    Create new orders, add items to existing orders, create quotes, create recurring orders, and create returns.
    Enables online shopping cart and checkout capabilities.
    Customize payment options, shipping methods, sales tax parameters and ordering policies.
    Set unlimited number of price groups and customer discount groups.
    Create and track price quotes.
    Convert price quotes to orders and invoices.
    Create recurring, return and back orders.
    Integrates contact management features to track prospect, customer and sales staff relationships and activities.
    Integrates inventory control system with shopping cart and sales department.
    Creates journal entries and records for export to QuickBooks or other accounting packages.
    Make manual adjustments when special conditions or exceptions need to be applied to specified customers.

  • Accept Donations
    Define an unlimited number of unique Donation Types.
    Each Donation Type can have donation amounts, acceptance requirements, and benefits.
    Allows sponsors to join more than one Donation Type, e.g. National Sponsor and State Sponsor or Review Committee Pledge
    Create informative Sponsorship and Donation Descriptions.
    Attach online brochures to provide additional information including beautiful and dazzling multi media presentations as well downloadable and printable formats.
    Mini Browser Feature Component can include solicitations for donations on your site’s home page.
    PortalProdigy supports Single Donations and Recurring Donations (pledges).
    Recurring donations (pledges) can be specified in days or as “annual”, “quarterly” or “monthly”.
    Define sponsorship application forms and questionnaires.
    Option to include a Sponsorship Agreement.
    Option to require that Sponsorship Agreement either be (a) signed and returned as hard copy; or (b) offered as online acceptance page.
    Automated billing supports sponsor preference to have credit card automatically billed or to be invoiced. 
    Creates invoices for donation billings with ability to send as email or printed and mailed based on user preference setting for each member. 
    Donation collection and online payment processing using credit cards or Pay Pal. 
    Sponsor Application report which lists each sponsor’s signup information with their completed application form.
    Pledge and renewal report lists each sponsor due for contribution  or renewal along with fees and payment method.
    Send automated pledge contribution notices by email.
    Auto response notification  sends email to responsible party upon donation or new sponsor sign-up.

 

  • Sell Products
    Product Search Shopping Cart & Order Entry
    Secure Transaction Processing
     Real Time Inventory Availability
    Shipping Options and Charges 
    Sales Tax Calculation
    Payment Entry
    Real Time Payment Authorization
    Offline Payment Authorization
    Support Credit Terms
    Credit Application & Processing
    Order Status & Tracking
    Discount & promotional campaigns
    Sales Reports
    Traffic Reports

  • Online Shopping
    Create Unlimited Hierarchy of Product Categories & Sub-categories
    Shoppers can traverse Catalog by Category or Using Product Search
    Each Category is Customizable
    Category Short Description
    Category Long Description
    Category Picture
    Within Each Category, Define How Products are Displayed
    Option to Display Color Samples
    Option to Display Thumbnail Images
    Assign Products to Multiple Categories
    Easy Batch Assignment of Products to Categories using Search and Select
    Automatically Generates Link to Product Detail Page

  • Produce, Deliver and Manage Publications
    Publishing facility fosters the regular publication of newsletters, releases, briefs, reviews, etc. with consistent format from issue to issue. 
    Unlimited number of custom Publication Templates may be created ahead of publication for printed format, HTML format and email text format publications. 
    Multiple content and editorial contributors participate simultaneously adding and updating content at their convenience until date of publication. 
    Publications are automatically broadcast to specified individuals, contact types or interest groups via email. 
    Print format Publications can be merged with name and address data from the Contact Database for specified individuals, contact types or interest groups and printed on any remote users printer or saved to a digital file and brought to a digital printing service such as Staples, Sir Speedy, Kinkos, etc. for printing. 
    Past publications may be displayed online in public or private archives based on type and topic.
    Email publications can be Text or HTML format.
    System generates printable versions formatted for two sided 8.5” X 11” or 11” X 17” paper sheets.
    Automatically creates publication archives separated by user defined type and sub-sorted by date.
    Archives as well as individual publications can be set to public or private.
    Publications are created, updated and managed remotely from any web browser.
    HTML and Print Format templates include customizable color scheme setup, .gif or .jpg graphic header capability, side bars, automated contents creator, feature formatter, and advertisement form. 
    Auto formats multiple columns. 

  • Promote Your Organization
    Create dazzling web pages.
    Submit pages to search engines
    Create special membership types  for opt-in email list collection.
    Automatically deliver promotional materials using Publication Manager or Broadcaster.
    Regularly deliver consistently formatted briefs, notices, press releases, etc. with ease.

  • Schedule Activities
    Remotely assign tasks to system users.
    Enter dates for follow up actions for yourself or others.
    Search and report tasks based on date, activity type, user, etc.
    Create reminders and To-Do’s.
    Schedule educational programs and other types of events, display calendar and schedule online.
    Preplan and automate email template and publication broadcasts
    Set date of expiration of documents and resources and system automatically deactivates and removes links.

  • Provide Exchanges to Your User Community
    Members, staff, constituents and others can operate public or private exchanges for the purpose of selling products, promoting jobs, posting resumes, running speakers bureaus, songs and document selling and other sharing networks. 
    Create public participation exchanges such as resume and job posting boards, vendor operated catalogs, trainer or speakers bureaus, and other visitor operated organization sponsored bazaars or markets. 
    Unlimited number of exchanges can be public or private, free of charge or on a fee paid basis. Payment for participation can be accepted online using credit cards or other payment options. 
    Fosters commerce or exchange between a defined group of external participants, such as members and service providers.
    Members, staff, constituents and others can operate public or private exchanges.
    User defined exchange fields.
    Customize field display and search template distinctly for each exchange.
    Provide photo insert capability can be entirely visitor maintained or under the control of your organization.
    exchange use payment online.

  • Manage Events
    Members, employees, vendors, customers and community review your event calendar, signup and pay – all online. 
    Schedule educational programs and other types of events, enter details and import event brochures, registration forms, maps, etc from any computer. 
    Furnish visitors with an event calendar, program information and signup ability. 
    Event details, contact information, registration limits, seating inventory, pricing and payment options can all be input, updated, tracked and reported. 
    Visitors can register and pay online using credit cards or other payment options. 
    Attendance lists and badges can be printed locally from any printer connected browser. 
    Event notice email broadcasts may be scheduled in advance and sent automatically when appropriate. 
    Current registrants link can be available to visitors.
    Easy for anyone to setup and run an unlimited number of conferences, seminars, trade shows, committee meetings, sporting events and educational events.
    Automatically creates and updates event mini-browser on home page.
    Events descriptions and promotions are easily added to the system from a browser anywhere.
    Automated “Sold-Out” can be set using event limits option.
    Control who can and cannot register for events.
    Multiple pricing and special services fees capability. For example, distinct member, non-member and guest fees. Also extras such as meals, parking, etc. can be included.
    Mapquest link provides automated map and directions.
    Prints badges
    Produce event registration detail and summary reports.
    Maintains detailed accounts receivables including complete billing and receipt history for the Event.
    Provides event related accounting reports or export to QuickBooks!

  • Blogging
    Permitted users start on-line discussions as desired from anywhere, anytime.
    Hyperlink insert tool allows discussion participants to redirect others to specific resources on the internet.
    Provides communication channel directly into the market.

    Build community amongst customers, employees, vendors, investors and contributors
    Easiest way to learn what the market thinks about your organization
    Support an unlimited number of public and/or private discussions and web logs..
    Organized by group and topic.
    Permanent archive becomes part of the organization’s knowledgebase.
    Discussion archives may be searched and sorted by words or phrases. 
    Conversation threads may be followed from matching records.

  • Take Political Action
    Rapidly mobilize constituents into a focused force. 
    Broadcast Calls to Action messages via email to specified individuals, contact types or interest groups. 
    Recipients easily take action by filling in web based form accessed via link in Call to Action message.
    Messages include a hyperlink recipients can click, bringing them to the website’s issue position and education page. 
    Respondents can choose to respond online to their legislative, regulatory, judicial or executive branch representative as pre-determined by an Administration setup function. 
    Include suggested response messages to aid respondents in developing their own message.
    □ 
    Respondents type their message into the website LRCA response form. 
    Zip code used to determine respondent’s correct legislative, regulatory, judicial or executive branch representative and sends their message. 
    Administrator presets appropriate legislative, regulatory, judicial or executive branch level for responses and system selects specific government contact(s) applicable to respondent based on his/her zip code.
    □ 
    Respondents’ messages are sent from their email program so government interprets the feedback from diverse sources.
    Summary and detail reports are available to administrator, including actual responses. 

  • Issue Press Releases
    Notify News, Radio or TV Public Relation Individuals within minutes of any exciting accomplishment from any Internet browser. 
    May by restricted to internal use or provided as a value added service to visitors such as members.
    Press Release Feature can be set to fee based, requiring online payment by users.
    Search and select press release recipients by media type, zip code, city, state, county, category, organization or name.
    System guides user through press release creation and delivery process in easy to follow intuitive steps and can include demonstration samples.
    Update the media database remotely from their Internet browser.
    Media contacts may be loaded in bulk from external database sources.
    Schedule press release broadcasts ahead of time.
    Media contacts may follow press releases' hyperlinks back to organization's website and to a specific contact’s biography.
    Notifies central authority when a press release is sent.

  • Conduct Surveys, Exams and Interviews
    Conduct surveys, qualification exams or interviews over the web. 
    Examine data immediately as it is collected. 
    Take a survey from concept to response within hours. 
    Lower cost than traditional methods such as face-to-face, telephone and mail, and eliminates interviewer effects. 
    Conduct regular surveys of employees, customers vendors and others to assess overall satisfaction or to gain knowledge regarding specific areas of interaction. 
    Create surveys with an unlimited number of questions using any combination of multiple choice, true/false, rating or text answer formats.
    Survey notices can be automatically broadcast to specified individuals, contact types or interest groups via email.
    Survey results are stored and reported when needed.
    Load questions easily.
    Broadcasts survey notice to all categories of contacts linking them back to surveyor feature at the website.
    Scrutinize results privately or publish results publicly.
    Gets results in hours.
    Contacts answer questions at their convenience from any Internet browser.
    Authorized administrators access the Survey Tool via the web and in minutes create a survey.
    Results are returned real time in a pre-determined format.
    Private surveys are secure and utilized to poll specific individuals or groups. Public surveys are open and can survey the general public.

  • Build Relationship Networks
    Provide communication channel directly into the market using Web Log capabilities
    Deliver regular communiqués generated with Publication Manager.
    Create unlimited categories of Membership Types and provide each its own special secured feature access such as Exchanges
    Use LRCA to build political action groups.
    Catalog promotions feature develops customer loyalty
    Secured publications can be developed by and broadcast to closed user groups.

  • Track Inventory
    Product Item Management
    Bulk Load Importer
    Centralized Inventory Control
    Track quantities on Order, Backordered, & Sold
    Track Sizes and Colors
    Track Cost
    Automated Order Fulfillment
    Manual Order Fulfillment
    3rd Party Fulfillment
    Partial Shipment
    Automated Backorder Creation
    Order Approval
    Create Repetitive Orders
    Convert Quotes to Orders
    Invoice Billing
    Inventory Adjustment Entry
    Inventory Receipt Entry
    Place Orders On Hold
    Print Product Reports
    Print Inventory Reports
    Print Sales Reports
    Print Invoices

  • Billing
    Create electronic invoices and email directly to customers.
    Automates billing customers for orders that have been fulfilled and not previously invoiced.
    Automates billing customers for on account orders.
    Invoice for partial fulfillment of orders.
    Automatically updates orders with invoiced date.
    Automatically updates customer accounts and tracks receivables.
    Automated creation of GL Entries.
    User definable criteria for selecting orders to invoice. Includes selection based on order status, financial approval status, order number range, order date range, customer, and posting status
    Assignment to batches for future posting or printing.
    Detail and Summary Accounting Reports

  • Provide Directory Listings
    Create an unlimited number of directories based on contact type, security group or special interest.
    Individual directories can be made public or secured by login and password.
    Visitors can search directories by contact name, city, state, organization name and special interests.
    Control which data is displayed in director search results list.
    Provide link from search results list to detailed profile.
    Customize each directory to display as limited or detailed individual contact profiles as desired.
    Profiles can be configured to contain links from individual contact profiles to other feature details and reports such as Biography, Event Registrations, Exchange Records, Press Releases, Payments, Product Orders, Responses to Legislative calls to action, surveys and signup data.

  • Support User Groups
    Define an unlimited number of unique User Types using Membership feature
    Each User Type can have different fees, acceptance requirements, and benefits.
    Provide full featured Press Release management to users.
    Provide third party expert access with Ask the Expert feature.
    Assign follow up activities and delegate support work using Tickler Notes
    Quickly convert huge manuals created using MSWord into index linked mini-webs (Visit our manual converted mini-web)
    Provide communication channel directly into the market using Web Log capabilities
    Deliver regular communiqués generated with Publication Manager.
    Create unlimited categories of Membership Types and provide each its own special secured feature access such as Exchanges
    Use LRCA to build political action user groups.
    Catalog promotions feature develops customer loyalty
    Secured publications can be developed by and broadcast to closed user groups.
    Automatically deliver periodic user newsletters, notices and promotions.
    Create user resource library using Document Resource Library feature
    Discussions feature provides user groups with excellent self-help tools

  • Supply Documentation
    Customers love the convenience of downloadable online brochures, manuals and support materials.
    Vendors can review Requests For Proposals and bid information.
    Load forms, agreements, sales scripts, manuals, etc into the website so employees can browse or search for materials when needed.
    Let shoppers obtain all kinds of pre-purchase info.
    Easily import and display all file types including standards such as HTML (.htm), Adobe PDF (.pdf) Rich Text Format (.rtf), Word Document (.doc), Audio (.mp3) and Video (.mpeg).
    Separate public content from private content.
    Checkout and check-in feature to track if document is currently being edited and by whom.
    Create and edit web pages (documents) without knowledge of HTML using WYSIWYG online document editor.
    Visitors retrieve documents by browsing categories, searching on keywords and via links embedded in other pages and menus.
    Automated expiration option deactivates documents based on specified expiration date.
    □  Viewer tracking reports statistics on who, when and what has been viewed.

  • Train Employees
    Provide staff with an easy way to learn new skills remotely at their leisure.
    Implement vivid learning experiences which include graphics and animation

    Easily import and display training material in most  file types including HTML (.htm), Adobe PDF (.pdf) Rich Text Format (.rtf), Word Document (.doc), Audio (.mp3) and Video (.mpeg).
    Quickly convert huge manuals created using MSWord into index linked mini-webs
    Conduct regular examinations of trainees to test learning accomplishment using Surveys feature. 

  • Provide Expert Advice
    Provide customers, employees, vendors, etc with access to "private" advice using the Ask the Expert feature.
    Use internal or external experts.
    You can charge third party experts a fee for providing them leads.
    Organize experts by area or topic of expertise.
    Open service to the public or maintain a private service that optionally can be fee based.
    Visitors submit questions through online submission form.
    System determines which experts receive copy of question.
    Experts respond directly to visitor without public display.

  • Demonstrate Products
    Easily create or load pages to demonstrate your products.
    Easily load demonstrations HTML (.htm), Adobe PDF (.pdf), Rich Text Format (.rtf), Word Document (.doc), Audio (.mp3) and Video (.mpeg) formats.
    □ Viewer tracking reports statistics on who, when and what demonstrations have been viewed.

  • Reporting
    □ Cards Authorization Report
    □ Contact Log
    □ Credit Card Report
    □ Customer Fallout Report
    □ Event Payments Report
    □ Event Registrants Badges
    □ Event Sales Report
    □ Event Summary
    □ GL Account Listing Report
    □ GL Transaction Report
    □ Mail List Report
    □ Mail List Export Report
    □ Membership Home Mail Report
    □ Membership Office Mail Report
    □ Membership Phones
    □ Membership Profile
    □ Membership Record
    □ Membership Renewal
    □ Order Items Report
    □ Packing Slip
    □ Payments Batch Report
    □ Picking List
    □ Picking Slip Report
    □ Sales Report
    □ Survey Report
    □ User Access Log
    □ User Access Log (Detailed)
    □ Create an unlimited number of additional reports

  • Assign Tasks
    From any browser assign tasks to system users.
    Search and report tasks based on date, activity type, user, etc.
    Set dates for follow up actions for yourself or others.
    Maintains record of actions taken on behalf of contacts.
    Search and report based an assortment of criteria
    Share critical information with all team members, inside and outside your organization.
    Create reminders and To-Do’s.

  • Manage Promotions
    Track and apply promotional and trade discounts.
    Display special promotion items from catalog in the home page mini-browser with a simple click.
    Offering customers discounts, add-ons and free products
    Automated promotion and reminder broadcasts capability for consumable and recurring order items.

  • Register Attendees
    Members, employees, vendors, customers and community review your event calendar, signup and pay – all online. 
    Furnish visitors with an event calendar, program information and signup ability. 
    Visitors can register and pay online using credit cards or other payment options. 
    Attendance lists and badges can be printed locally from any printer connected browser. 
    Current registrants link can be available to visitors.
    Automated “Sold-Out” can be set using event limits option.
    Control who can and cannot register for events.
    Multiple pricing and special services fees capability. For example, distinct member, non-member and guest fees. Also extras such as meals, parking, etc. can be included.
    Prints badges
    Produce event registration detail and summary reports.
    Maintains detailed accounts receivables including complete billing and receipt history for the Event.

  • Manage Contacts
    Centralized Contact Database
    Manage Prospects
    Manage Customers
    Manage Vendors
    Manage Employees
    Manage Media with Automated Press Release Broadcasting
    Manage Contractors
    Link Contacts To Companies
    Company Management
    Assign Credit Terms to Contacts and Companies
    Assign to Special Interest Categories
    Assign Website Security Access Rights
    User Definable Login and Password
    Store Customer Bill To Address for Quick Order Entry
    Store Customer Ship To Address for Quick Order Entry
    Store Customer Credit Card for Quick Order Payment Entry
    Maintain Biographical Information with Automated link to Press Release Broadcaster
    View Order Status & History
    Integrated Links to Order Management
    Tickler & Follow-up System
    Create Unlimited Notes
    Assign Follow-up Tasks
    Automated Email Broadcasting
    Define Quick Registration/Signup Form
    Print Contact Reports
    Print Follow-up & Action Item Reports
    Print Contact Log
    Print Website Access Log by Contact
    Print Labels & Export Mailing Lists

  • Manage Customer Relations
    Define an unlimited number of unique Customer Types.
    Create Unlimited Hierarchy of Product Categories & Sub-categories
    Generate electronic and printed mailing campaigns in advance using Broadcast Templates, Publications Manager or Document Library imports from your favorite desktop publisher.
    Provide customers with topic browsing or keyword searchable knowledgebase
    Conduct regular customer surveys  to assess overall satisfaction or to gain specific market knowledge. 
    Automatically deliver periodic customer promotions, brochures, newsletters, notices and promotions.
    Create customer resource library using Document Resource Library feature
    Assign customer service follow up activities and delegate support work using Tickler Notes.
    Implement focus groups using Discussions feature.
    Create Frequently Asked Questions List with links to sophisticated customer support using Menu Builder.
    Easily create or load pages to demonstrate your products.

  • Broker
    Operate a public or private exchanges for the purpose of selling products, promoting jobs, posting resumes, running speakers bureaus, songs and document selling and other brokering activities. 
    Exchange can be public or private, free of charge or on a fee paid basis. Payment for participation can be accepted online using credit cards or other payment options. 
    Customize exchange fields.
    Customize field display and search template..
    Provide photo insert capability can be entirely visitor maintained or under the control of your organization.
    Exchange use payment online.

  • Visitors Management
     Easy to configure navigational tools help move visitors to their objective quickly.
     Expiration option helps eliminate "Dead links".
     Many features offer both search and browse navigation addressing the preferences of different users.
     Multiple mini-browser capability provides ability to capture and lead visitors based on their interests.
     Community maintained dynamic content features keeps visitors coming back while keeping content production costs low.

  • Provide Tech Support
    Publishing facility fosters the regular publication of support notices, patches, tech briefs, etc. with consistent format from issue to issue. 
    Provide customers and support staff with topic browsing or keyword searchable knowledgebase.
    Maintain an unlimited number of technical support discussions and web logs segregated by product or service category.
    Sustain lending libraries and service exchanges.
    Provide third party expert access with Ask the Expert feature.
    Assign follow up activities and delegate support work using Tickler Notes
    Quickly convert huge technical support manuals created using MSWord into index linked mini-webs.
    Remotely assign support tasks to appropriate staff.
    Enter support task dates for follow up actions for yourself or others.
    Search and report support tasks based on date, activity type, user, etc.
    Maintains record of support actions taken on behalf of contacts.
    Share critical support information with all team members, inside and outside your organization.
    Maintains history of customer support  activities with specific individuals.

  • Catalog Forms & Agreements
    Provide employees and others with quick access to forms and agreements via the web.
    Visitors retrieve documents by browsing categories, searching on keywords and via links embedded in web pages and menus.
    Easily import forms and agreements in formats such as Rich Text Format (.rtf), Word Document (.doc), HTML (.htm), Adobe PDF (.pdf) and others.
    Separate public forms and agreements from private forms and agreements.
    Secure collaborative workspaces for sharing documents amongst members of a group.
    Checkout and check-in feature to track if document is currently being edited and by whom.
    Create and edit web pages (documents) without knowledge of HTML using WYSIWYG online document editor.
    Automated expiration option deactivates forms and agreements based on specified expiration date.
    □  Viewer tracking reports statistics on who, when and what has been viewed.

 

 

 
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