Extensive Contact Recordkeeping and Tracking

Track customers, downline and business contacts, organize address information, keep notes, broadcast e-mails, write letters, and print address labels. View sales history and event information directly from each contact listing.

Downline Genealogy Tracking, Filtering, Viewing and Printing

View all details of your downline organization. Quickly visualize how your organization is laid out and identify legs and sub-legs that need strengthening.

Individual members can be quickly located using the Explorer-type hierarchy on the left or by selecting their name from the alphabetical listing in the lower right-hand corner of the Downline screen.

Event Genealogy Tracking, Filtering and Viewing

View your host referral network. Quickly identify your best host referral sources.

Alarmable, Filterable, Daily, Weekly and Monthly Calendars

View scheduled appointments on a daily, weekly or monthly calendar basis. Filter appointments by category (business, personal, etc.) or display all appointments at one time. Set alarms in advance of appointment times to remind you of upcoming appointments.

Alarmable, Filterable, Prioritized To Do List

Track tasks on the To Do List with user defined priority and status and with or without due dates. Filter tasks by category (business, personal, etc.) or display all tasks at one time. Auto dial directly from your list of tasks. A great place to schedule follow-up phone calls.

Custom Address Labels (Custom Format / Content)

Easily merge contact information for any filterable, searchable or selectable group of contacts group onto any type of standard or custom mailing label. Label content and appearance are fully customizeable to include any type of contact information using any font that you choose.

Individual Mail-merge HTML E-mail Broadcasting

Quickly and easily send individual personalized e-mails to any filterable, searchable or selectable group of contacts. Personalize your e-mails using merge fields that can include any type of contact information (name, address, host name, order date etc.).

Sending an e-mail to a large group of recipients using the "Individual" option, causes the program to send the same e-mail as many times as is required for each recipient to recieve his or her own individual copy. These e-mails are indistinguishable from e-mails created and sent manually, one at a time. Each recipient's personal contact information is merged into the e-mail just before it is actually sent.

Integrated Mail-merge Letter Writing

Quickly and easily create personalized, mail-merge letters or documents for any filterable, searchable or selectable group of contacts.

Address Books, Importing and Exporting

Import and export contact information with virtually any program that has importing and exporting capabilities. Export e-mail lists for use with some online e-mailing systems.

Powerful Sales, Event, Downline and Process Filters

Filter your contact and financial databases to view specific, targeted information about all areas of your business. Filter on any combination of criteria to provide multiple customized reports in each area. Reports may also be viewed or printed based on a selected time period or with no time period imposed to focus on a specific time interval or to show a complete history of your business.

Group Level Change, Delete and Replace Functions

Quickly make changes to a selected group of contacts. Easily move contacts from one group to another. Assign automated follow-up schedules to any filtered group (e.g. all of your customer's from a specific party).

Scheduled E-mails, Tasks and Appointments for Automated Followup

Create and assign pre-defined follow-up schedules for tasks like host coaching, new customer follow-up and team member training. Follow-up schedules can include any combination of e-mails, appointments and tasks, all set to occur at user-defined intervals. Assign schedules to individual contacts or to any filtered group.

Creating and assigning Follow-Up Schedules is a great way to standardize and automate many of your basic follow-up activities. Appointments and tasks that get created when a Schedule is assigned appear on the Date Book and To Do screens respectively, just like appointments and tasks that you enter manually.

Scheduled e-mails are sent automatically each morning when the program is first opened.

Automated Recurring E-mails for Birthdays, Anniversaries, Reorders etc.

Automatically send annual e-mails for birthdays, wedding anniversaries and downline renewals, or send recurring e-mails at any interval you choose as "tickler" reminders for product reorders, balance dues, etc.

Auto Dial, Auto Logging of Calls, Tasks and E-mails

Automatically dial phone numbers directly from each contact listing. Automatically log phone calls, tasks, e-mails, labels and letters into each recipient's Contact Notes.

HTML E-mail Newsletter Integration

Easily download and send HTML newsletters, custom designed to generate sales based on your direct sales company's product line (where available). Personalize your newsletter using merged fields to add any type of contact information.

Content Package Integration for Importing
HTML E-mails, Letters and Followup Schedules

Download and import custom content into MLM Easy Money to avoid having to create it yourself. Custom content may include pre-written e-mails and letters, HTML e-mails, and predefined customer follow-up schedules.

Caller ID Listening and Responding

Monitor incoming calls to automatically open a contact listing when the associated customer contacts you by telephone, using a caller ID-capable modem installed in your computer.

Sync With Any Palm-capable Organizer

Synchronize your handheld's Address Book, Date Book, To Do List and MemoPad (also called Contacts, Calendar, Tasks and Memos) with MLM Easy Money. Information may be entered into MLM Easy Money and synchronized with your handheld or entered into your handheld and synchronized with MLM Easy Money.

Synchronizing eliminates the need to duplicate data entry and ensures you have up to date information with you at all times.

Complete Financial Recordkeeping and Reporting

Track Sales, Purchases, Income and Expenses in an easy to use interface. View or print more than 50 reports, customizable with the level of detail, date range and specific information you desire.

Tax-ready Reporting (Dual Tax Rates - GST / PST compatible)

Income and Sales Tax reporting with one click of your mouse. Preconfigured tax reports give you (or your accountant) exactly the numbers they need. Income tax reports are Schedule C formatted and include all of the information required to complete the business portion of your income tax return.

Tracking of Monthly, Quarterly and Yearly Business Goals

Track business goals on a monthly, quarterly and annual basis for sales, reorders, income, purchases, number of events, bookings and recruits. Easily compare goals against actual results to determine if you are on track. View goals for previous months, quarters and years to compare with current totals.

Personalized, Customizable Invoicing

Automatically create a personalized cusotmizable invoice each time you record a customer sale. Include your company logo and custom header and footer information on each invoice if you choose.

Uploading of Payment Information to ProPay

Now you can upload credit card payment information directly from MLM Easy Money to your ProPay account. This eliminates the need to enter payment information and credit card numbers on the ProPay web site. MLM Easy Money remembers which payments have already been uploaded, so you can't make a mistake and miss a charge or accidentally charge someone twice.

One-click E-mailing of HTML Invoices to Clients

Easily e-mail an invoice to any customer with a valid e-mail address. E-mailing invoices is as easy as selecting the invoice from a list and clicking the "E-mail" button. By selecting multiple invoices, you can send invoices to multiple customers with a single click.

Event Tracking and Reporting

Create and maintain a list of business Events (parties, fundraisers, craft shows etc.) and associate contacts and transactions of all types with them for reporting purposes. Associating financial entries with events allows you to view reports summarizing activity at the event.

Reorder Tracking and Reporting

Automatically detect and track reorders based on previous sales that have been entered. Reorders can also be manually "flagged" for customers whose previous orders may not have been entered into the software.

Cash, Checkbook and Credit Card Rollups

Automatically enter cash, checking and credit card payments into a reconcilable register each time you make a recordkeeping entry. Quickly reconcile your checking and credit card accounts at the end of the month to make sure no entries have been duplicated or overlooked.

Extensive Report Filtering Options

Filter reports based on criteria you select, such as date range, customer(s), product(s), event(s), method(s) of payment, category(ies) and order type.

The wide range of filtering criteria allows you to focus in on whatever area of your business you choose.

Customizable Inventory Reports
With User-defined Reorder Levels

View inventory summary reports, including user-defined options such as items below, at, or exceeding their minimum quantity, zero quantity items, backlogged items, inactive products, borrows and loans.

A "Need to order" report is available showing the products that need to be ordered based on a minimum quantity level you set on a product by product basis.

Report Exporting to HTML and Excel-compatible

Save reports in HTML format for sending via e-mail or in .CSV (Comma Separated Values) format for use in MS Excel or other programs supporting the .CSV format.

Samples, Personal Use, Loans, Borrows and Trades

Record and track retail products given away as samples or used for your own personal use, as well as products loaned, borrowed, or traded with other consultants. Print reports detailing products associated with each transaction type.

Delivered Product / Backorder Tracking

Mark individual items on Sales invoices as Delivered and individual items on Purchase Orders as Received.

Tracking delivered products allows you to view a report of all items that need to be delivered to your customers.

Marking items Received allows you to track items on orders placed with your company that have not yet been received.

Automatic Inventory / Backlogging

Automatically track inventory quantities based on purchases from your company and sales to your customers. Selling products not currently in your inventory will create a backlog in the program, allowing you to see the number of items needed to fill customer orders. Entering purchases will relieve any backlog that exists and then add items to your inventory.

One-click Inventory Reconciling

Easily reconcile differences between your program's inventory count and your actual on-hand inventory by simply entering into the program the quantity of each product on your shelves and then clicking the Reconcile button.

Enhanced Odometer Tracking (2 Cars)

Track beginning and ending odometer readings for your business vehicles for an entire year or for that portion of the year for which the vehicle is being used for your business.

Enhanced Payment and Balance Due Tracking

View payment information and balance due on all orders directly from the Invoice or Purchase Order review screen. View or print balance due reports showing customer name, phone number, invoice number, invoice amount and date of sale.

Checking and Credit Card Expense Importing

Eliminate data entry and prevent missed entries by downloading your account history directly from your financial institution, and then importing transactions onto the Expenses screen. This feature works with QFX (Quicken), OFX (MS Money) or QIF (older standard) file formats.

Automated Data Backup

Automatically back up your data to a user-defined location each morning when the program is first opened. Users can also be prompted to back up their data each time they exit the program.