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System
Integration
We recognise that every firm will use a
multitude of systems for the day to day
running of their practice. The audit, tax,
secretarial, corporate finance and IT consulting
departments will all use different tools
to run their departments. Relate Software
will work to ensure that pertinent information
from these systems will be updated automatically
into the core DRIVE CRM system so that at
any time critical information is available
to all staff on all clients. To do this
the system must use an open format and allow
for comprehensive integration.
- Microsoft Outlook – email and
contact integration
- Word – mail merge and letter
integration, export reports
- Excel – produce lists and import
to DRIVE, export reports
- Export reports in HTML and PDF format
- CTI/SMS –advanced telephone
integration facilities
- Republic of Ireland ROS – upload of client information
into DRIVE
Reporting
- Full Range of Standard Reports
- Adapt and Create Own Reports
- Crystal Reports
Technology
DRIVE is the first package in Ireland and
the UK developed using C# and ASP.Net for
the Microsoft .Net Framework. Unlike suppliers
with legacy software that have been patched
together for partial integration, DRIVE
has been written from the ground up. DRIVE
utilises a single MS SQL Server database
to enable accountants’ streamline
their processes and client interactions.
DRIVE integrates with MS Exchange, MS Word,
MS Outlook and MS Excel.
- Powered by .Net
- Developed in C#
- MSDE/SQL Server Database
- Object Oriented
- N-Tier Design
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