Oak Street is a fully integrated package. You get all you need to run your entire operation.

Simply put, the program knows what you need, and puts everything where it's supposed to go.

The support section is currently available to Oak Street users who have registered for internet access support. Your Customer ID number can be found on all previous technical support correspondence to you. The Password is the 5 digit zip code of your current shipping address. Click Here

 

Customer and Prospect Spotlights

Keep in mind that Oak Street allows you to customize your screen for the way your business operates and this spotlight only shows the default screens.  Also keep in mind that this spotlight will only begin to touch the surface of the Oak Streets feature set.  For a more comprehensive demonstration of Oak Street click here.


Customer and Prospect Spotlights

Features

  • Automate customer and prospect mail promotions with word processing capability, a mail merge feature, and mailing labels
  • Sort customers by almost any criteria you can think of
  • Boost sales by reviewing order histories, and targeting who are candidates for new lines of merchandise
  • Store any information about customers that you find useful, including unlimited comments
  • Know which customers are worth your efforts
  • Accommodates up to 1 billion accounts.
  • Prints address labels for mailings, file folders, and Rolodex cards.
  • Lets you sort customers by state, Zip Code, trade show, length of time since their last order, what they buy, and many other criteria.
  • Maintains unlimited ship-to addresses for each bill-to address.
  • Exports a prospect's data to the customer file when they first order.
  • Checks the customer file for duplicates when adding new customers.
  • Lets you bring up customers by any search `key'.
  • Lets you review the past orders of each customer.
  • Can print how many of each item was shipped to each customer during any time period.
  • Lets you add unlimited comments for each customer.
  • Lets you separate wholesale and retail customers for reports, mailings, etc.
  • Lets you delete, en masse, customers who have not ordered for a long time.
  • Look-up by Name, Zip Code, & Phone Number
  • Tracks profitability of each customer.
  • Tracks the customer's credit information such as how long it takes them to pay their bill and the number of open invoices, and their account balance.
  • Tracks the date the customer was first added to the customer file.
  • Tracks the date of the last invoice sent to a customer.
  • Lets you note which customer should not receive Statements of Accounts.
Prospects
  • Lets you store whatever information you find useful about your prospects.
  • Lets you instantly retrieve your notes on the screen when a prospect calls.
  • Generates specialized, targeted, mailing or call-back lists.
  • Lets you write customized letter to prospects.

 

 
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