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Drive CRM & PRACTICE MANAGEMENT Product News |
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| System Integration |
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| 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. |
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Microsoft Outlook – email and contact integration |
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Word – mail merge and letter integration, export reports |
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Excel – produce lists and import to DRIVE, export reports |
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Export reports in HTML and PDF format |
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CTI/SMS –advanced telephone integration facilities |
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Republic of Ireland ROS – upload of client information into DRIVE |
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| Reporting |
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Full Range of Standard Reports |
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Adapt and Create Own Reports |
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Crystal Reports |
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| Technology |
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| 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. |
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Powered by .Net |
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Developed in C# |
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MSDE/SQL Server Database |
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Object Oriented |
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N-Tier Design |
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