Say goodbye to unorganized folders, printouts, invoices and hard-to-find emails -- consolidate all your contacts' contact details and history in one place! This easy-to-use Contact Relationship Manager helps you remember when you should follow-up with current contacts and prospects. The result is more repeat sales and increased profits!
Contact Manager gives you access to the following data anywhere there’s a Web-connected computer:
Contact Profiles
Personal contact information
Business contact information
Contact details
Contact Groups
Mailing lists, relationship information, etc.
Contact Notes (History)
Emails shared
Calls made and received
In-person meetings
Orders (sales) per contact
And more!
Contact Reporting
Interaction (Note) types per contact
Sales per contact by source and date
Key Features
Quickly add contacts from the Web, your email, or by importing from your current contacts list.
Attach files to any note, keeping all contact-related information in one place.
Identify your best contacts by sales volume with simple sorting.
Target your marketing by creating custom segments, mailing lists and filters.
Grows as your business grows – add more contacts and storage space any time!