Market-Leading Process Management Software

Thousands of users in a huge variety of businesses throughout the UK rely on Proclaim Process Management Software. Geared to streamline business processes by automating time-consuming administrative tasks, Proclaim is proven to cut costs and increase profitability.

Powerful Data Storage

Proclaim’s powerful database stores all your contact information – clients, business partners, competitors, etc. and records all correspondence, be it phone calls, letters, faxes or e-mails. Incoming mail can be scanned into Proclaim and logged against the relevant contact to provide a complete on-screen summary.

Process Management

Proclaim’s in-built ‘workflow’ ensures that standard processes are dealt with consistently and in keeping with your firm’s standards. Workflows contain step-by-step guides which enable even non-experienced staff to carry out complex tasks – the guides can be fully tailored to meet your firm’s exact requirements and can incorporate document production, automatic diarising of future actions, setting of follow-up tasks, etc.

Automated Document Production

Fast and effortless document production means that you can generate relevant paperwork (e.g. contracts, standard letters, etc) automatically at the touch of a button, saving you time to be productive elsewhere. Intelligent documents are contextually sensitive – letters look personalised, not mass-produced.

Web-enable your Data

Proclaim can automatically publish selected data to a secure section of your website – enabling you to make information available to clients and business partners around the clock, without picking up the phone, or putting pen to paper.

User-friendly

All screens and data entry pages are adjustable to suit your way of working. Any information fields can be made mandatory for completion.

In-depth Reporting

A user-definable reporting facility can be tailored for each user, department or activity. The reporting system enables any information held within Proclaim to be configured into a report – to be exported into Microsoft Excel if required for advanced manipulation.

Diary & Task Lists

A full diary facility is linked with all activities, with automated reminders to ensure important events are not overlooked. The diary system provides a powerful tool that can be set up to allow actions to be carried out automatically, e.g. send a chase-up fax for a reply to an initial letter, etc. All actions are logged to create an accurate audit trail.

Business Development

Proclaim is designed to link easily with outside parties – e.g. referral bodies, business partners, etc – to enable you to take full advantage of new business opportunities and improve existing relationships.

Text Messaging

SMS (text) messaging is available at the click of a button, direct to your contacts’ mobile phones to keep them up to date with developments (e.g. “contracts received”, “sales target reached”, etc.)

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