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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.
- ROS – upload of client information into DRIVE
- 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
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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