Manage key business contacts with Contact Manager (CRM)


Put your business contacts where they belong - in our easy-to-use Contact Manager (CRM). This approachable, affordable Contact Manager (CRM) solution blends powerful features with intuitive usability to corral vital customer data. Every piece of information -- sales histories, tasks, account notes, favorite cookie recipes, you name it-- is only a mouse click away. Attach files and notes to any Contact Manager (CRM) entry to keep all relevant records in one place. Includes simple sorting for marketing segmentation.

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!
  • 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!

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

 

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