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Frequently Asked Questions

Will the SAFE integrate with our existing contact management system?

Our Contact Manager is nowhere near as sophisticated as dedicate programs such as Salesforce, Act and Goldmine, but it ain’t half bad! It has very strong links between customers/contacts/sales history/requests for quotes and forms management which is very important for many of our customers, so we suggest you give it a fair shot on that basis alone!

On the other hand, it is easy to export data using our optional ODBC driver. We can also offer an optional custom import program if you so desire. Although you can use the ODBC driver to import data with most any database programs, we discourage ad hoc imports, since SAFE data files have so many interconnections and doing so may have all kinds of unpleasant consequences!

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