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What can the ELM system do?
· Filter records by ANY field; industry, state, city, etc. · Sort records by ANY field; date of next call, agreement expiration date, interest level, company name, etc. · Print form letters to clients with the click of a button AND you customize the form letters. · Use your database to print letters and mailing labels for direct mail (via Word mail merge). · Many preformatted reports to chose from including Seller Activity, Active Listings, Call reports, etc. · Track and schedule follow-up calls. · Track call history to clients and leads. · Create detailed notes on leads. · Custom screens to track both seller and buyer information. · 6 customizable E-mail templates - stay in touch with clients and leads with a click of a button. · Windows based with easy icon driven menu.
Can I transfer data from my current program, such as Outlook? · Yes, step-by-step instruction are provided on the Help page of this website.
What does it cost? · Currently, the ELM system is not available for sale but it will be offered at no charge to APMAA members.
When will it be ready for use? · The ELM system is in Beta testing and it is anticipated that it will be ready for distribution by the end of the year.
What operating system does it run on? · ELM is a windows based application. · MS Word is needed for form letter functionality. · MS Outlook is needed for E-mail capabilities.
I only want to join the APMAA to get the ELM software. Do I get a refund if it does not work on my computer? · The software is not being sold—it is a benefit of membership. · ELM will be distributed as a 15-day “Trial” software and potential users will have the ability to test the software compatibility prior to making a decision to join the APMAA hence, no refunds will be issued for membership dues. · APMAA memberships encompasses many benefits, with the use of ELM only one of them—check out all of our benefits!
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