Tele Data's Contact Management Server is a HTTP database server, designed specifically for embedded Asterisk PBX systems.  It is designed to provide Contacts Management services (and more) to a group of PBX users, from a regular Web browser, running on any platform.  

The contact management / CRM  application, is a 'natural' complement to a PBX system. It is largely used in many business application, Sales, marketing, customer service, technical support, take out orders, services, etc. Having an HTTP server built in the appliance offers many advantages. It also adds some value to the product for the end user and may help to distinguish your product from similar one in the competition.

Contacts Database
Screen Shot

TD CMS is based on a contact database which contains the usual business contacts details for client, users, vendors etc. Name / company address, phone no. shipping address, notes etc.  The tabular contacts display can be sorted in various ways. Each contact can be assigned to a functional group and filters applied to display only a selected group. Filters can be applied for groups and names, and search can be performed to display specific groups of contacts.  

PBX integration
When receiving a call the system identifies the callers trough CallerID and a database lookup. The callers data is then available to the person answering the call with a single mouse click. For new callers, a new contact record is created and optionally a reverse phone lookup on 'public Internet phone book' services (411.com) is done to to retrieve any available address for the caller.

The the contact details or tabular display offers icons / buttons to create new invoices or appointments for the given contact in a single mouse click. Click to call to originate a call from the user's extension to the contact phone number. Reverse phone lookup to get addresses and geo. coordinates from the Internet. In addition, users can get a map for the callers location in a single click.

Invoices / Orders modules.
Screen Shot

In addition to the contacts database, the current version of TD CMS offers a full featured invoicing / orders modules. The invoices module allows to create and print invoices for contacts (or from 'scratch') in a few mouse click.
The invoicing module is built around 3 tables: The invoices tables which contains the main invoice data, the items tables which contains all items ordered and a products database which allows to quickly select products from a pick list.
Invoices can be displayed and printed as full page or in a short format suitable for the familiar thermal receipts printers.

The orders module (screen shot) is a complement to the invoice module that displays the unprocessed orders to the intention of the personnel that handle them.  This module may be used for dispatching the orders in real time, for take out orders / restaurants, or retail / distribution / sales  for instance. It display a list of unprocessed orders with items details, notes, time elapsed, and allows to mark them as in process or done. Once processed the orders are removed from the list.

Appointments
Screen Shot

TD CMS also offers a full featured, multi user appointments module that allows to record appointments for one or multiple person. The appointments modules uses a 'calendar' display that show time periods and offers a an easy point and quick click interface to create new appointments or edit existing one.  It also offers a click to call feature for appointment confirmations.
This module could be modified / adapted for other usages, like for instance,  reservations (for small hotels / Bed & Breakfasts etc) and other services.

Reports

TD CMS offers a reporting features which allow to display pre-defined or user defined reports, based on SQL queries. Reports can be pre created and are made available to the user from a pick list. User can also define their own queries and save them for later use. The report window can in fact be used to run any query in the database, including updates, and delete operations.

Admin / Setup / Backup / Export
Screen Shot
An admin / Setup section allows to configure the system options, invoices details etc. It also allows to create / edit systems users and to edit the product database.  A database backup / restore feature allows to upload / backup / restore the full database to / from a local disk file from the web interface.  An export function allows to export individual tables in various format.

Others Modules (planned)

- Events: Day planner, to-do list, meetings, conferences, etc, for all users. Same calendar display as appointments.
- Tickets / accounts: For technical support / customer service.
- Others / custom ...

Design

TD CMS has been carefully designed to place a minimum load on the host system. This is achieved by using Javascript / AJAX and having the browser take care of most of the presentation details, and by using a custom CGI interface written in 'C'. for the DB and system interface, and the reverse phone lookup.

Using Javascript / Ajax (which allow the browser to request and display piece of information in a chosen page location), and an innovative and convenient collapsible panels display, the interface is much faster than traditional Web based application.

Advantages

- Adding a built-in CRM server to your PBX appliance may help to distinguish your product from others, similar ones.
- It can allow the creation of a host of new applications and open new specialized markets.
- Added value for your customer compared to the competition.
- No software to install for the end user, platform independent.
- Save months of research and specialized development. 

Requirements:

HTTP server with CGI: httpd, Boa, etc
SQLite3 library and command line client.
Full toolchain to build and compile the CGI and other 'C' programs.

TD_CMS can be useful in many type of businesses from, single user / SOHO, to small and mid sized businesses.

- Sales / Marketing
- Technical support
- Customer service
- Services
- Custom applications

HTTP Server with SQLite Database interface
Multi user access from any browser, from any environment. Firefox  3.x (recommended) or IE 5.5 and up.

Innovative interface using AJAX and collapsible panels for fast and easy access to all data.

Callers Identification / lookup with contact data display for all users.

Click to call for contacts. Originate call from user's extension to contact phone number.

Reverse Phone lookup with name, address and geo. coordinates. (Currently for North America only)

Contacts location's map display.

Use UNICODE UTF-8 for full support for 'non ASCII' characters, accents, even multi-byte char sets. 

Reports on calls, sales, etc. Users can define their own reports and save for later use.

Database Backup and Tables Export in SQL / HTML / Text (csv / tabs) format.

Software updates function (Single 'tar' file, upload and install from browser interface)

And more ...

We would be glad to discuss any proposition for business partnership / cooperation. either for the licensing / integration of our software with your system or for the distribution of our software product in your system.

Please contact:
Noel Bouchard
Pres. TELE DATA INC.
514 723 3987 (Mon-Fri 9:00-18:00)
or by email at td_cms @ teledata (dot) qc (dot ) ca