An information repository and management system for data regarding a
client base which integrates a plurality of information types including
database records, word processor files, e-mail, other hyperlinked
documents, web pages and web sites. Implemented as a database application
on a web-enabled database server, sales and marketing team members may
access the system through an intranet or remotely through an Internet.
Portions of the database may be extracted and placed on a portable
computing device for traveling purposes. The extracted database can be
later synchronized with the central database upon return of a sales and
marketing team member from a meeting or business trip. Links and
expandable subforms are provided to web sites for stock quoting and
client home pages, allowing sales team members to quickly gather
information regarding a company's latest news announcements, stock
performance, and financial status. Client relationship documents, such as
meeting summaries, previous meeting briefing packages, and action item
tracking sheets are organized and accessible through the system.