Announcement of AccountMate CRM Remote to Give Sales, Service or Customer Support Professionals Flexibility to Work Off-Line then Synch Up to Full CRM Module

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This stand-alone installation of a company’s full AccountMate CRM system runs on any Windows based computer, laptop, notebook or tablet computer.

This AccountMate CRM Remote is a stand-alone installation of a company’s full AccountMate CRM system on any Windows based computer, laptop notebook or tablet computer.

At their annual reseller conference in Orlando, Florida last week, AccountMate’s Chief Operations Officer announced a product re-introduction of AccountMate CRM Remote. David Render told the audience that AccountMate CRM module registered users like outside sales professionals or remote employees have the “capability of having a full Customer Relationship Management (CRM) package away from the office without any Internet or other type of connectivity. This AccountMate CRM Remote is a stand-alone installation of a company’s full AccountMate CRM system on any Windows based computer, laptop notebook or tablet computer. Remote users get full access to their AccountMate CRM system and then when their computing device attaches to the Internet, the CRM Remote will automatically synchronize all changes that were made both on the remote computer and the head office AccountMate CRM module.”

Having independence from the Internet can be a welcome feature for users that cannot connect to the Internet while on the road or require expensive cellular connections. In addition, the ability to have the complete AccountMate CRM application on the device is a strong benefit for users that are involved with deeper data and functions that are not well suited for mobile devices with their limited screen real estate and processing power. Remote users that use this format of AM CRM Remote rely on the synchronization processes to update their local AccountMate CRM data as often as they connect their device to the Internet.

Typical users for AM CRM Remote are sales people that need to access their customer information in its entirety and prepare quotations or enter orders for customers remote from the main office, service people that have a service application built into their AccountMate CRM environment that need to record details while on site at a customer location, Customer support people that are required on-site and collect information from their customers or anyone that needs to use AccountMate CRM where their company computing environment does not offer remote access computing.

AccountMate CRM Remote, powered by INFOtrac is installed on the remote computer with the synchronization engine installed on the host server in the company’s office and on the remote computer. The registered user uses AccountMate CRM Remote as usual on their local computer, regardless of their ability to connect to the Internet with either a wired connection of Wi-Fi. Once the computer is connected to the Internet, AccountMate CRM Remote checks to see if there are any changes on the local computer that have been made since the last synchronization. If there are, these changes are prepared to be sent to the “host” server in the company’s office. At the same time, the connection is detected on the server and all changes made by all the companies users since the last synchronization are then sent to the AccountMate CRM Remote installation.

All of this synchronization takes place in the background with no need for the user to do anything or even know that these updates are being performed by the system. All of this connectivity and data transmission is fully encrypted and secured through proper private tunneling technology to ensure all data is safe secure and protected.

AccountMate CRM Remote product offering provides the flexibility for companies and their employees to conduct business in the remotest of areas or off-line. Then synchronization to the full AccountMate CRM module happens seamlessly once there is Internet access.

About AccountMate
Founded in 1984, AccountMate develops and markets fully modifiable business accounting software. Systems range from single user versions to those that support hundreds of users simultaneously. AccountMate software is available for local installation or as SaaS. It is distributed exclusively through a worldwide channel of authorized solution providers. AccountMate can be reached at (800) 877-8896 or at

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Donna DeRosa
AccountMate Software Corp
+1 707-774-7548
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