Perfect PA is a software that offers customer relationship management and personal organization features, keeping track of appointments, tasks, and client interactions.
Marketing companies find it particularly useful in targeting customers, financial advisers use it to keep a record of each communication with their clients under the Financial Services Regulations, while vets, estate agents, sports clubs, accountants, consultants, and social organizers have also found it to be effective.
One of the core features of the software is its ‘point and click’ design, which eliminates the need for expensive customization. It is easy to use and helps users to stay instantly productive. Other features of Perfect PA include its ability to organize all communication information in one place and share information with other programs and people in the workgroup.
The software also enables users to manage their customer contacts quickly and easily, access previous communications with contacts or businesses instantly, keep up to date with tracking individual projects, and produce targeted mailings through post, email, and fax. Perfect PA also has categories for easier contact management, a powerful post code map for targeted mailing activities, powerful search capabilities, and no need for time-consuming customization.
Important feature of Perfect PA is that it allows users to share data across other platforms. If someone works on an Apple Mac, and the accounts department works on PC (windows), it is not a problem. However, there is a limitation to Perfect PA, where it is limited to a maximum of 12 contact records & 6 business records.
In conclusion, Perfect PA is a comprehensive and user-friendly software that is perfect for corporate user group managers, small business owners, and other groups of people who require an effective solution to manage their communication information. It helps them to save time and be more productive, and it is a great software to invest in.
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