Team Search

At this time of year with the holidays looming, financial quarters closing and the weather changing, everyone seems to be rushing around with no time to relax. I get so busy that I often can’t even find my keys, let alone find that specific document that was sent to me in an email months ago.

That was all before Credenza! Now I can always find just what I am looking for using the Team Search feature. This handy tool provides you with the ability to instantly search in full-text across your team database; any item you have associated with your shared files can easily be searched. Whether you’re looking for a specific Outlook appointment, a task, contacts, notes, time entries… you name it, Credenza can help you locate it.

So what do you do if you’re looking for an email attachment but can’t remember the contents of the email to search by? Don’t worry! You can use the Team Search feature to look across the full content of all Web documents for your client files and documents attached to your email messages.

If you’re like me and often want to go a little more in-depth with your searches, there is always the advanced option which allows you to specify even more search criteria. With the advanced search, you can look for precise phrases or even exclude certain words from your search.

With Credenza and the Team Search feature, you never have to worry about losing something in your own email again – giving you more time to look for your missing keys.

As You Like It: Custom Fields

In our previous post, we talked about customizing Credenza during set up. Today, I’m going to show you several ways that you can tailor Credenza as you become more familiar with your software.

If you are anything like me, you are always looking for ways to further improve efficiencies, in this case with Credenza. Just when I thought that I had my Credenza Files set up to catalogue all the information I could dream of, a colleague showed me that there was more I could do. So now, I’m going to take my new knowledge and share it with you so you too can take your productivity to the next level!

Different professions often need to track different types of information. With Credenza, you can create custom fields by file type just by clicking on the ‘Custom’ tab right in the File itself. These custom fields help you store all the extra information you want; this customization gives you a great deal of flexibility when working in Outlook.

Here’s a mini how to for creating custom fields. Simply:

• Open the File you want to add custom fields to.
• Click on the ‘Custom’ tab.
• Click on ‘Edit Custom Fields’. This will launch a new window.
• Once the new window is open, click on the ‘New’ tab to reveal a drop down list.
• Select which type of field you would like (text, memo etc.)
• Name the new field.
• Save and close this window. 
• You will now be able to fill out the information you want to add in the main File view.

And remember, customize doesn’t always mean adding. You can simplify as well as supplement. It’s just as easy to hide columns in index list views to present less information.

If you are looking for more ways to customize your Credenza, I suggest you take a few minutes to check out our video tutorials, specifically "Customizing and Set Up" and "Managing Files": http://credenzasoft.com/tutorial.html.

Practice Management System or Chameleon?

One of Credenza’s notable traits is its chameleon-like qualities. There is vast potential for customization in this program; it isn’t a simple one-size-fits-all practice management solution. You can set it up many different ways so that it meets the needs of all types of professions. Basically, you can customize Credenza so that it works the way you want it to.

When you first set up Credenza, you are prompted to select your profession from a set list (legal, accounting, consulting, or other). Could it get any easier? Well, it does! When you select one of the pre-set professions, Credenza automatically offers you pre-populated lists with industry-specific terminology. Let’s say you select Legal: you will be offered terms such as Cases or Files. Credenza even makes suggestions for related case types and contact roles.

 

And don’t worry, if you don’t see the term you want to use, you can simply create your own. One thing I really like is that you always have the option to change or add terms – and changes are applied to all users, so consistency is not an issue.

Getting too crazy for you? Don’t feel like we are forcing your hand to customize. If you want to keep Credenza the exact same as when you installed it, feel free. One of the most intrinsic parts of this program is that it is ready to go right out of the box, without fuss, muss or intense adaptation.

I’ll leave you with the following thought. I like to think that Credenza gets absorbed by Outlook… you can’t tell where one ends and the other begins. This program really does adapt to every environment. So, is Credenza a highly specialized and intuitive practice management system or is it a really cool reptile adapting to its environment?

Organize Your Inbox

In last week’s A File Centric Outlook post, I mentioned that there is a way to set Credenza to automatically move messages out of my inbox into subfolders. This helps me to keep my inbox tidy so that I am better able to stay on top of my email. Of course I could always drag messages out to folders that I've created once I've dealt with it, but why not let Credenza do it for me?

I know my first question when I heard about this was ‘does Credenza know what to name the folders or do I have to specify each folder name?’ The answer is very simple and will save you precious time. Credenza creates a folder for each of your client files, and when you’re ready, moves the emails out of the inbox to the appropriate folder, so you don’t have to do anything!

This really cool feature is very helpful, especially when used to manage not only your incoming but outgoing email as well.

I have my Inbox Control set to move emails from my inbox to their associated folder if the message isn’t marked for follow-up, if it has been in my inbox for five days and if a time entry has been created. Since I have three different criteria set, each one of them must be met before Credenza will move an email. With these controls, I know that messages won’t go unattended and I know exactly where to find them if I need to reference them at a later date.

As I mentioned above, one major plus that Credenza offers is the ability to sort emails from your outbox. I feel like sent items are often overlooked. If you are a lawyer, accountant, or any business professional, you know that it is just as important to keep track of your outgoing messages.

When I want to review my communications for a specific project, all I have to do is go the folder Credenza created and voila! A list of all my received and sent emails.

You can also access all emails pertaining to a specific File - along with phone call details, appointments, tasks, time and expenses - directly from the File. It really is that easy to stay organized and track information in Credenza!

A File Centric Outlook®

Some might say that I am slightly obsessed with order. Before I started using Credenza, my Outlook inbox looked like an overly-segmented organizational diagram. There was an endless list of folders with subfolder and sub-subfolders. Not to mention my list of custom rules that was a mile long.

When you look at how emails are sorted in Outlook, they are generally organized by date, sender, or subject – a more transactional approach. The one thing that always bothered me about this was how there was no way to centrally locate information – not just emails, but associated appointments or contacts. Sure, you can create rules so emails are automatically sent to particular folders as they come in, but that’s as far it goes.

Like many practices out there, I work and think in a file centric manner. If you’re new to our blog or don’t use Credenza yet, you’re probably thinking “if only Outlook were file centric”. Well, with Credenza it is, and it makes it super easy to associate emails to Files! Essentially, Credenza turns Outlook® into a file centric practice management tool. While with Outlook you can use rules to move emails to folders, with Credenza you can easily associate emails to Files - in addition to moving messages to folders named after a specific File (I’ll elaborate on this part in our next post). And it’s up to you whether you want to set future emails to or from the same email address to be automatically associated to the same File.

Since Credenza adds Files to Outlook, I can see all File related material (appointments, contacts, expenses, time entries…) in one place. Just open a File and it is all there.

With Credenza, information is not only organized by sender and recipient, but by project! Now that my emails are organized by File, I can’t imagine having to go back to Outlook’s basic sorting capabilities.

Attention Credenza Customers - A New Update Is Now Available

One of the perks of subscription based software is that any new features or updates are immediately available to you – and at no additional charge! When I came into work last Wednesday, I launched my Outlook and poof – there it was, waiting for me.

Last week’s update included some great new features, many of which came from suggestions submitted by fellow Credenza users. So, a big thank you for sharing your valuable feedback. In case you missed the “what’s included in the update”, here is a quick summary.

1. With Credenza you can generate bills for your fees and expenses. All it takes is a single click and you have a draft bill for your selected time entries. Once you are ready, you can convert the draft bill into an invoice. Now say you get to this point and notice that there is a missed time entry for an appointment that should have been included in the invoice. In the past, you would have had to create a second separate invoice to send to the client. But now, you can simply revert the invoice back to a draft bill, go in and make any necessary adjustments before sending out the invoice. Huge time saver, and much cleaner if I do say so myself!
2. Credenza comes with all types of reports that look at the various cross-sections of your business. My personal favorites were the Client Payment Distribution and the Time and Fee Listing reports. I run them at the end of every week so I can see how much work had been done and how much had been collected. You may have noticed my use of the past tense – favorites were… That’s because of the new Client Profitability report. This report is by far my new favorite! It not only gives me a complete overview of all work, it shows me how much revenue is being contributed by person- in a single report!
3. When creating a bill in Credenza, you will notice that there is a very handy section at the bottom of the screen that totals all fees, expenses and taxes. And now, just below this amount due there is a spot where you can specify what portion (if any) is to be withdrawn from a retainer or trust account. This definitely makes it much easier to use any money in trust or held as a retainer towards bills.
4. The last new feature in this update was a must have. Credenza now allows you to make partial payments from retainer or trust accounts. You either had to have enough money to cover the entire bill in retainer or trust, or you couldn’t use it. Amazing how such a small thing can make such a big difference.

All in all, this update provided some pretty useful features. Enjoy!

I Can’t Take Your Call – Please Leave A Message

How do you keep track of your phone messages? Does your assistant hand you pink message slips? Do you rely on Post-it notes all over your desk? Are they lost in a notebook somewhere?

With the number of phone calls and messages I receive every day, it gets very hard to keep track of who I need to get back to and what specifically a call was about. That is why I absolutely love how easy Credenza makes it to not only record the details of incoming and outgoing phone calls, but to track the details of voice messages as they are picked up.

And to further simplify life, Credenza also lets you take messages for other team members. Say somebody is out of the office, in a meeting, or just can’t get to the phone, you can take a message on their behalf - right from your Outlook. When you work in a team environment, there is a drop down box (right beside the callback required button) with all of your colleagues’ names. Just select the appropriate person and the message will appear in their list of required callbacks.

Every morning, I come in and go straight to my phone call list. Here I see a complete history of all of my incoming and outgoing communications. And because Credenza runs as a part of Outlook, I can see my phone call notes alongside my emails. I can also see all of my files and a record of all phone calls, even those recorded by my colleagues who are also working on a given file.

And for those days when I know I will out of the office without access to a computer, I simply print off a report showing me all the callbacks I need to place, and take it with me. That way, if I have any spare time, I can return a call or two!

Being able to track messages and record details of incoming and outgoing phone calls has had a very positive impact for me. I am confident in saying that calls are retuned in a timely fashion and I no longer find myself scrambling to gather information or trying to decipher just what that phone message said.

It’s Easy to Follow Up with Clients on Overdue Accounts with Credenza Pro

A couple of weeks ago I discovered how easy it is to use Credenza Pro’s Collection Assistant to help me follow up with my firm’s clients on matters that still have outstanding balances.
Last month as I received a couple of checks in payment of invoices that I’d sent out at the beginning of last month, I tracked the incoming payments in Credenza Pro. But I knew that I’d sent out invoices for more than a couple of accounts, which meant that I still had a couple of outstanding bills to collect on.

Not only did the Collection Assistant help me to send out reminder messages to clients who didn’t pay on time, it was a very effective way for me to obtain payment for those unpaid invoices! This was probably because as I was using Credenza to organize my email and calendar, enter time and expenses, as well as keep all of our client matter files in order, the Collection Assistant was never very far away to remind me to collect on our unpaid bills.

So in the Collection Assistant I decided to view all matters for which no payment was received in the last 30 days that had an outstanding balance of at least $0. Up popped a list of delinquent client matter files! Since it showed whether a payment was made at the last payment date or not, I could see just how overdue these payments were. That meant that I had outstanding balances that had remained unpaid for longer than just the most recent month. I knew I had to get busy now and remind these clients to pay our firm so that it could maintain a healthy cash flow.

With one click of my mouse I created late payment reminders for the outstanding client accounts, attaching the pertinent invoices for each. That’s a pretty direct way to remind my clients to pay their overdue accounts, and since I sent payment reminders twice in the last month to these clients with overdue accounts, they paid up. What a great way to reduce our outstanding accounts receivable!

I’ve found that Credenza Pro’s Collection Assistant is easy to access from various points while I’m carrying out my regular work. I can just click on it when I’m in the Billing view of the Billing module. Or else I can choose it right from the Credenza menu.

Using the Collection Assistant has proved to be the most effective way for me to collect on our delinquent accounts in a professional and easy way.

Batch Billing in Credenza Pro Speeds Up the Billing Process

This morning I decided to take a look at the financial status of my client files in Credenza®, my practice management program in Outlook®. I was pretty sure that I had accumulated quite a bit of work in progress time for many of my files, and that I’d also amassed a lot of expenses in long distance telephone calls and travel that I’d done for one client in particular.

Now since it was the beginning of a fresh new month, it was time to take a look at where I was at from a business point of view and see what work I could create invoices for. I usually like to stay organized and send out my bills at the beginning of each month for previous work done during the past month.

In this blog post I’m going to go through the step-by-step process of creating multiple invoices with one click, through Credenza Pro’s Batch Billing feature.

Before even going into Credenza Pro’s Batch Billing feature, I clicked on the Billing tab to check things out. To my pleasant surprise, I discovered that I could see each client file and how much was billed and what was still outstanding. All I needed to narrow down was how much work I could include on the invoice up to the last day of the previous month. I had worked on a couple of files over the weekend, on October 1st and 2nd, and I wanted to be sure that this time wouldn’t be included in the invoices I was about to prepare.

So I clicked on the Batch Bill tab. Right at the top of the page I could designate that only the Matters with unbilled time or expenses up to the last day of September would be included in my current billing. What a time-saver! I could just plug in the last day of the month, September 30, to get a list of all unbilled time or expenses up to that point! Then I clicked Create Invoices, and within an instant all of the necessary bills for September were created – all I now have to do is just send them out through my Outlook email.

This great feature is probably the biggest time saver for people like me, who regularly send out invoices at the beginning of every month for the previous month’s work. Instead of creating bills one by one and going through the Draft Bill screen, I could quickly create final invoices in one single step.

Just to keep it interesting, there’s another way that Credenza Pro lets me do my billing en masse. I can go to the WIP view of the Billing module that lists all of the unbilled expenses and work in progress, and just click on the Batch Bill button at the bottom of the page. This is a great way to get my invoices out when I bill more frequently than once a month – sometimes it’s just better to get an invoice out to a client as work in progress and expenses warrant it.

In the next blog post, I’ll be writing about Credenza Pro’s Collection Assistant, a useful tool that easily helps me follow up with any client on matters with outstanding balances.

Web-Based Document Management Improves How Teams Work Together

I work with my colleague Jody on pretty well everything, and we share many of our documents. Normally this wouldn’t be a problem, except that she works from home much of the time and can’t access any of my documents as I change them.

We work with Credenza Pro, and each time we use it we’re discovering more about what a great solution it is for us. What I discovered the other day is that we don’t have to email our drafts back and forth to each other anymore. Rather than multiple email attachments, we just save our documents to the files we are working on in Credenza. It’s a lot easier. And, since we’re using Credenza Pro, we save all our shared documents as web documents. I’ll explain why that is so helpful.

In general there are three places you can store your documents in Credenza Pro – on your own PC, on your firm’s server, or on the web. The one that I like the best is the third option, and now Jody and I store all of our shared documents as web documents.  For Credenza this means that the latest Microsoft technologies are used to store the documents on a Windows Azure™ “cloud” server with 256-bit encryption, and it’s super-secure. But for me it just means that everything that I put there is safe, and I never have to worry about them. They’re even backed up for me, so no matter what happens to my computer, I know my documents are available and secure.

One of the best things about sharing documents on the web is that you can have the most recent version regardless of who last edited them or where each member of your team is located. You can access shared documents from a laptop while you’re on the road, collaborate with other professionals who are located in different states, or stay updated on documents that many different users are working on right in the same office. As long as you have an Internet connection, it’s easy to stay updated with your group’s latest projects using Credenza Pro’s web-based document management feature.

Storing all of our documents on the web has really improved how we work together. We both have access to all of our files, and even if we’re working on the same file we know that we’re both going to be updated with the latest version all of the time, no matter who has worked on it. For me this means that I never have to worry that anyone’s changes have been missed.

There’s another little tip that I just discovered today. It’s incredibly easy to save my documents as Credenza web documents, right from inside Microsoft Word. In its “Save” dialog, Word has a list of your “Favorite” places that you save documents. Credenza’s Web Documents appear there as a Favorite – and your full list of client/matter files is available, so you can choose exactly the file to save it to. So right from the standard Word Save dialog you can organize your documents, and make them available online to everyone you’re working with. It really couldn’t be any easier than that.

There's a Billing Program in my Outlook®

Your email program is probably the last place you’d ever expect to do your bills from. But since Outlook is the place where you spend most of your day, Credenza puts all the tools you need into it for you. It’s very easy to open up the Billing module in the Pro version of Credenza and create an invoice for a client right while you’re working on that client’s file – which is also within Outlook.  As well as tracking your time and expenses in Credenza, you can create draft bills, send invoices, track payments, monitor work-in-progress, manage Trust activity and manage collections. This means that you can use the integrated billing features that are built right into Credenza while you are making phone calls, sending emails, or completing client documents – all from within Outlook.

Where billing-related functionality starts for most users is with recording their time and expenses. Credenza has a Time & Expenses module, seamlessly woven into Outlook. It’s easy to complete Time Entries for any of your Outlook activities, as well as for other activities. There are other built-in features that help you record time in Credenza as you work in your practice. You can run a timer on any email that you send, record the time directly from the recorded phone call feature, record time spent on tasks, or utilize the product’s Time Entry Assistant – that makes a list of everything in Outlook that no time entry was done for. The Time & Expenses Module allows you to see and filter all of your time entries and expenses in a single view.

Credenza Pro’s centralized billing functionality enables users to optionally include all of their recorded time entries and expenses on client invoices. When it’s time to bill a client, a number of filtering options let users decide what criteria to choose in order to produce a draft bill – as well as what information to include on the bill. Once a draft bill has been checked and finalized, Credenza Pro creates the final bill and then handles emailing it to the client.

When a client emails about the status of their bill, you can find the answers - right from within their Outlook. Within the Billing module, Credenza Pro offers users the option of seeing different financial and Work in Progress information related to their Files. Users can select either the Billing view that shows a history of all invoices and payments, or the Work In Progress view that lists all unbilled WIP time.  And of course track all the payments.

And if clients are slow to pay, there’s another useful tool: Credenza Pro’s Collections Assistant. This handy tool quickly finds all files that have a balance owing and offers the option to create a Late Payment Reminder, making Credenza Pro the complete practice management tool that professionals value to run their practice.

Client Service Gets Cutting Edge with Credenza Pro

Credenza Pro is great when your client calls and you need to know what everyone in your firm is doing on their case. It’s as easy as opening a shared file in Outlook and seeing the whole firm’s work listed and updated in real time, right while you are on the phone with a client.

Let’s say you are using just Outlook, and your client calls and wants to be updated on their file that has been on the back burner for a while. To refresh your memory, you quickly look to your inbox for recent correspondence from your client. Maybe you moved all the messages for that file to a folder, so you check there. Still nothing new, so you look through your calendar. But it’s hard to tell from there what file each appointment is related to. Now you scan your task list because you remember completing a task recently on the file. Next you put your client on hold and call your partner. You ask her if she has done anything recently on this matter. She repeats this process with her own Outlook, and lets you know of a couple of things that have been happening. It took several minutes and you had to put the client on hold, but you’ve been able to piece together the details – you hope.

Now let’s say you are using Outlook with Credenza Pro and your client calls in. Without having to hunt for details, you just open the client’s file in Outlook – where you see everything you need to know. You not only see what you’ve been doing on the file, but you can also see anything that your partner or assistant has been working on related to it as well. When files are shared, all of the common information on files is also shared – such as emails that firm members send relating to files, any appointments that are associated to them, or tasks that relate to them. Any changes made to any shared file are immediately updated on everyone else’s Credenza Pro. Unlike the experience above, it didn’t take you any time to get up to date on the file and without missing a beat you can fill your client in on the details.  

Information-sharing with Credenza Pro is both secure and simple to use. Our last blog post described many of the product’s hybrid-cloud features and the security of being hosted in the cloud with Microsoft® Azure. Information-sharing in Credenza Pro occurs when a file is assigned to more than one firm member – it’s that easy. The flexibility afforded by Credenza Pro’s multi-user practice management feature enables sharing with one user or hundreds of users – it’s completely scalable. And Credenza Pro not only facilitates collaboration among people in your office, it also allows your team to work together no matter where in the world they are located.

Shared tasks and notes are important elements of successful collaboration, and with Credenza Pro users can delegate and keep track of the status of everyone’s task completion within their team. Group calendaring is simple in Credenza Pro as well – since appointments associated with a file are shared with all users who have been given access to that file. Each team member’s calendar is visible to other members of the team in that case, and it’s easy to drag-and-drop changed appointments to other users’ calendars to keep everyone updated.

Credenza Pro not only takes the security of sharing information in the cloud seriously, it takes privacy seriously as well. Any emails, appointments or documents not associated to client files will not be shared with other Credenza Pro members, ensuring that your personal information within Outlook remains completely private. Security access in Credenza Pro is determined on a per client file basis, and files can be marked Private to restrict all information to your own access. This means that with Credenza Pro you can rest assured that not only will all of your clients’ confidential matters remain secure in Microsoft® Azure, your own personal information in Outlook will always remain private.

With the proliferation of professionals working either from home, off-site locations or from offices in different regions, multi-user collaboration on files, tasks, emails and calendaring has become commonplace. Credenza Pro ensures optimal customer service for your client by making it so easy to locate real-time, up-to-date information on a File. At just $24.95/month, it’s also the most cost-effective collaborative practice management tool on the market today.

Credenza Pro is a Secure Cloud Solution Backed by Microsoft® Azure

There are a number of reasons why some people are choosing cloud solutions. For some, it is the “pay-as-you-go” subscription model that is attractive. For others, it’s the security and data safety considerations that stand out. For still others, the lure of moving to the cloud is having no setup required to get their practice management systems up and running.

Credenza Pro, launched in August 2011, is a new cloud-based practice management system that wins on all three counts. Its central database is securely hosted in Microsoft Azure – and data hosting just doesn’t get any more secure than that. You may have already heard that Credenza Pro is just $24.95/month. And since it’s a cloud solution with its user interface in Outlook® - the program most PC-based professionals already use in their practices - it’s extremely simple to use and doesn’t require any setup!

As a cloud solution, Credenza Pro can be accessed from anywhere in the world using just an Internet connection and Outlook. As long as you have an Internet connection you can use Credenza Pro, and share information with other users.  Users with any questions can contact Credenza’s support department, since all updates and unlimited technical support are included in the Credenza Pro subscription.

Credenza Pro is a new way for professionals to share practice information in the cloud. In Credenza Pro when one person puts information on a File, everyone who is sharing that File information can access it – but the personal information of each user remains private. Whether your team is 2 or 200, you can share documents, billing, execute group calendaring and task delegation, and access common emails on each file without ever worrying that the privacy of your information has been breached.

Most importantly, with Credenza Pro you don’t have to worry about the security of your data at all. The world-leading security of Microsoft Azure guarantees optimum uptime and ensures that all Credenza Pro data is automatically backed up on redundant servers. You can relax in the knowledge that the Credenza Pro database on your own local computer is fully encrypted to protect your information. When you utilize the product’s multi-user practice management feature, Microsoft’s central database enables the synchronization of that information with other users. As a valued provider who supports Credenza’s vision, Microsoft recently produced a case study showcasing Credenza’s use of Microsoft technologies.

Customers call Credenza Pro the best of both worlds, which enables collaboration with colleagues and web-accessible practice management using Outlook when online – while still allowing users to use Outlook with all of their own data when they are offline.

In upcoming blog posts we’ll be highlighting some of Credenza Pro’s other features like multi-user practice management, billing and collections, web-based document management, fast and easy system-wide search, and batch billing. Stay tuned!

What's New - Credenza Basic & Credenza Pro

Our users have spoken and we’ve responded with our new Credenza blog.  Now you can keep tabs on Credenza through regular postings in this blog, which we call “Improve your Outlook”.  We’ll feature tips and tricks on getting the most out of Credenza, industry news, and provide a window into the inner workings here at Team Credenza.

Margaret Khomenko is behind the initiative, and her insight and wit will provide for an interesting read.

We welcome your comments on the blog or you can send them directly to Margaret or anyone on the team at info@credenzasoft.com.  Don’t be shy, we’d love to hear from you.

What’s New – Credenza Basic & Credenza Pro

While the fact that we have a blog is exciting, it isn’t the biggest news around here. More importantly, we just recently announced some exciting changes with the release of Credenza Basic and Credenza Pro.

Credenza Basic is a powerful FREE product that transforms Outlook into a practice management tool, with organization for email, appointments, tasks, documents, notes, research and phone calls around client matters, files or projects.  Credenza Basic can also track the time spent on each activity, which in turn can be sent to your accounting system.  Credenza basic supports single users.

Credenza Pro takes Credenza to a new level by adding billing, collections and trust functionality.  The billing capabilities mean that you can create bills, send out invoices, track payments, manage trust and retainer balances, monitor WIP, batch bill, and more. Credenza Pro also provides full multi-user practice management, allowing the sharing of practice information with some or all of the members of your firm.  It adds many collaboration tools, internet-based document management and centralized billing for a firm.  Because it uses a secure hosted central database, users can connect regardless of their location.

Visit the new feature tour pages on the site for Credenza Basic and Credenza Pro.  We’ve also added a new comparison chart on our site so you can understand the differences.

Did we mention Credenza Basic is FREE?  Credenza Basic users can update to Credenza Pro at any time for only $24.95 per user per month.

We now have a phone number!

You might also notice a new phone number on our site. You can now reach our sales team at 888-444-1224 or 416-203-9087, or of course via email at sales@credenzasoft.com. Please note that this number does not go through to support – you still need to do an email or online support request for that. We do a great deal of our support by telephone, but we can help our customers better by managing inbound requests through the web.