Contact Management makes keeping in touch with your customers and prospects easy. It provides a basic component of CRM and promotes responsive and proactive communication. Contact Management enhances your customer service by documenting and sharing customer communication with the entire organization. Improve overall responsiveness to customer inquiries with simple user task management.
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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.