ProFusion℠ capture all types of data. Here is the list of what is tracked:

Organizations (clients, prospects, vendors, partners)
     o Name, shipping, billing and mailing addresses, notes
     o Organization type (customizable/searchable)
     o Organization relationship (customizable/searchable)
     o Phone, fax, purchase order email
     o Website (can open site from within ProFusion℠)
     o Default payment terms, billing attention line, purchasing terms
     o Allow credit card payments
Contacts
     o Work and home addresses, email addresses, phone numbers
     o Supervisor identification
     o Notes and personal information
Organization Assets (things your clients own or control)
     o Description, manufacturer, family, model
     o Serial number, version
     o Status at last contact
     o Access method notes (how to access or maintain asset, for instance)
     o Responsible party (who controls the asset)
Quotes (for vendors, quotations for items or services they sell)
     o Manufacturer, family, model
     o Contact who prepared quote
     o Quote date and reference
     o Item price, quantity discount, stock information
• Leads (potential sales by Organization, type of Organization)
• Purchase orders (see Purchasing)
• Invoices (see Invoicing)
• Projects and Opportunities (see Project Management)
• Messages by Organization and Contact (see Common Features)
• Files (such as service contracts, NDA’s, etc.)- (see Common Features)


Statistics helps to assess the reliability and usefulness of data available, and make proper decisions.
• Value of Active Projects by Organization
• Value of Opportunities by Organization
• Value of all time Projects by Organization
• Number of active, opportunity and all time projects
• Recent payment times (how long it took them to pay their last invoices)
• Sales hit rate by number of projects, and by dollar value

Reports and Displays
• Sales Focus for each employee- a list of organizations each employee is
assigned to work on for sales activities.
• Searchable/filterable organizations, contacts, messages, leads
• Customizable mailing list with Excel export
• Holiday card and gift list with Excel export
• Customizable organization list by type of organization (for sales campaigns)
• PDF opportunity report showing all opportunity details, last contact message, number of days since last contact
• Graphical opportunity pipeline report with breakdown by type of organization
• Filterable/searchable email and other communications
• Customizable mailing list with Excel export
• Holiday card and gift list with Excel export
• Customizable organization list by type of organization (for sales campaigns)
• PDF opportunity report showing all opportunity details, last contact
message, number of days since last contact
• Graphical opportunity pipeline report with breakdown by type of
organization
• Filterable/searchable email and other communications


Sample Actions
• Email contacts or record other communications (meetings, phone calls, etc.)
• Add contacts to an organization
• Add and manage addresses
• Export a mailing list filtered by state, or type of organization, or their relationship type
• Create a sales lead, send communications to users for that lead
• Convert a sales lead to a project (opportunity) once it is more solid than a lead