Just what is Delta2?
Delta2 is among a class of software known as “parametric modeling systems.”
In other words, it is a system that is built on a wide set of parameters so that it can be quickly and easily customized to your specific needs saving you time, money, and guaranteeing a successful, proven, and tested implementation.
The following features are part of every Delta2 installation. View the individual “Paks” to learn about additional features for your specific industry.
Contact Relationship Management (CRM) – Businesses cannot thrive today without a comprehensive, well-organized CRM. Delta2 delivers an easy-to-use “cradle to grave” capability to help you keep track of every prospect, every lead, every client or member, every potential deal, as well as every relationship connected to it. Instantly see who your competition is, then, for a selected competitor, see all the prospects that company is competing for. This same ability applies to any industry. Select a prospective project and see who the banker is, then click on the banker and instantly see every project that banker is working on. Delta2 is a powerful networking management system that simplifies your complex relationships and helps you stay better informed.
- Track prospects, leads, clients, members, even inactive or lost accounts
- Follow your prospects through the sales cycle
- Produce lead tracking and sales call reports
- Track activities and set follow-up reminders
- Track unlimited free form notes and attach them to all contacts – like magically self-organizing “stick-it” notes.
- Set and be reminded of your client-related things to do
Document Management
- Works with Outlook, Excel, and Word
- Simplifies and automates merge to Word for single letters and mass mailings
- Automatically files and retrieves documents based on storage rules
- Automates template integration
Billing
- Flexible billing configuration by transaction, flat amount, or rate schedules
- Run invoices on demand or on predetermined cycles
- Set recurring transactions for monthly charges
- Show a professional image with attractive and customizable invoice formats
- Integrates with QuickBooks, Peachtree, or Small Business Manager
- Professional reporting system
- Event Ledger
- Committee Profitability
- Strong Operational Controls
- Cash Receipt Reporting
- Ledger Account Reporting
Take the drudgery out of accounting with quick & easy cash receipts and reports
Keybrick has pre-configured a handful of business models that are ready be up and running immediately. These pre-configurations include:
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ChamberPak – a membership management system for Chambers of Commerce.
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MemberPak – similar to ChamberPak but with modifications appropriate for Professional Membership Associations.
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DevPak – pre-configured for Economic Development Corporations and Industrial Development Authorities.
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BankXpro – a CRM and account management configuration for banks and other financial institutions.
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LawPak – a time and billing configuration for law firms.