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.