FirstClass Express- Clearwater

With a small setup fee and a low, fixed, monthly licence cost, FirstClass Express has been designed to meet all your needs at an affordable price.

FirstClass Express offers the same core features as the already proven full FirstClass product, but is streamlined for those charities with a smaller number of legacies.

These core features include:

A safe, easy to use point-and-click graphical user interface
Rapid access to case records
Comprehensive details stored about legators and their bequests including, names, addresses, important dates, income, expenditure and R185E Tax Claims information, made easy – all at your fingertips.
Detailed information stored on Enquirers and Pledgers
Automatic standard letters
Comprehensive contact history
Built-in review diary system
Built-in Reports
Remote Access
Technical Support

There are no installation issues with FirstClass Express, as the system is accessed over the Internet. This allows you to access your data from anywhere with a broadband connection. This is especially useful for people who work from home.

All data is stored securely, in a fully managed server with secure access and intrusion detection. Backups are carried out automatically each day.

Evaluate FirstClass Express for yourself

Please contact us if you would like to try out FirstClass Express for yourself. We can give you access to a full set of FirstClass Express demonstration data so that you can make your own evaluation. Check out the way FirstClass Express works, see what data can be stored, add new records, create and print letters and run reports.

Once you have accessed FirstClass Express we can easily guide you through using it by ‘shadowing’ your screen and talking you through using the system over the phone.

Clearwater Consultancy Ltd. 18 St. George’s Street, Chorley, Lancashire. PR7 2AA

Tel: +44 (0)1257 272730