Sextant provides an organized and searchable centralized hub for managing client and prospect details. By converting what was once a blizzard of information into clear concise snapshots of client data, schedules, lists, and projects, Sextant allows you and your staff to see more information, navigate that information more easily, and understand how to use the information more effectively in order to provide the highest level of service to your clients.

Cost

• On average, our clients are able to cut their CRM budget by one third.
• A direct comparison with ACT reveals that ACT customers pay $300-500 for fewer benefits in a single-user configuration than what a networked team using Sextant will get with only a slightly more expensive initial cost. Sextant provides dozens of additional features and also creates a powerful network effect by allowing all of the members of a team to work together in a shared database. Costs are far lower, over time, when a team upgrades from a Rolodex-like copy of ACT to Sextant, a comprehensive customer service and marketing package.

Speed

• Aside from obvious advantages gained from the actual processing speed of the Sextant CRM software, you will experience the superior organization of your client and prospect database and the unique ability to perform quick searches that create useful, reportable lists.

Marketing

• View and print reports, sorted and organized the way you want to see it.
• Create contact lists; use these lists to mail information, place calls or send emails to build your book of business faster.
• Easily update lists with new members as events change. No need to keep recreating lists.
• Merge contact information with Microsoft Word" and Microsoft Excel" for quick written contact with large numbers of clients and prospects.
• Create your own customized reports, free of charge. No need to contact NAS for assistance with customization, like some vendors.
• Send internal instant messages directly from main screen.

Integration

• Compatible with Palm Sync™.
• Speed-dial contacts from one screen.
• Enter log notes that are converted into reminders or ticklers with one keystroke.
• Email directly from the home page with popular email applications like Microsoft Outlook" and Outlook Express".
• Instant access to the Internet from within Sextant to Google". Retrieve the answer to a client question in seconds.

Project Management

• A project management module for creating and sharing project tasks across the entire team.
• Smart links between the calendar sections of the application and the project features, creating a seamless flow of timely project status information.