 Contact Management
Our customer-centric approach to contact management will enable you to track all of your emails, faxes, appointments, tasks and phone correspondences in one place so you can close more sales by maintaing better relationships with your prospects and customers.
Contacts
- Add, Edit and Search contact information in a powerful
customer database
- Store communication details (phone, e-mail, etc.) in the
contact’s Call Log
- Group similar contacts together for efficient group communications
- Organize Contact Groups into categories
- Track marketing campaign(s) a contact has received and
their responses
- Full history of purchases, payment plans, invoices and
payments
- Attach documents to a contact’s record
- Link multiple contacts to a “Company” or “Account”
- Link contacts together and form relationship “trees”
Tasks
- Create tasks, prioritize tasks and attach tasks to contact
records
- Assign tasks to other users
- Notify other users of task actions
- Calendar--view daily, weekly, monthly views of your tasks,
appointments, and meetings
Other Features
- Calendar – create appointments and events for yourself
and other users
- E-mail Client – send and receive e-mail through our integrated
e-mail client
- Create and store text and HTML e-mail templates
- Send personalized e-mail templates from any contact’s
record
- Inbound e-mails get automatically attached to the contact
records
- QuickSearch Box--search for contacts from anywhere in
the system
- Favorites--save your favorite searches, sites, links and
reports for quick access
- User Permissions protect sensitive data and limit access
to authorized users
- Communicate with contacts directly from their contact
record via e-mail, printed letters, faxes, voice broadcasts,
and more
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