- Account Information
Track and report on customers, prospects and suspects.
- Contact Information
Store multiple contacts per organization by contact function. Track and report contact communication alongside entire organization activity.
- Call History
Maintain detailed call history regarding new opportunities with prospects or existing jobs with customers and share with the entire organization.
- Task Managemnt
Easily generate follow-up tasks for key employees when communicating with customers or prospects. Provide each user their own task list that outlines their daily tasks.
- Unlimited Call Notes
Share information across departments regarding customer inquiries by entering detailed call and communication notes. Easily incorporate electronic communication in call history.
- Integration with Mail
E-mail customer or prospect contacts from within the solution. E-mail is automatically stored as a call with the account.