CONTACT MANAGEMENT MODULE

Contact management is the heart of our CRM system.

One central repository in which company contacts are maintained. Contact management links every project to customers, job contacts and customer contacts. Our Activities Calendar assists both project managers and sales representatives by organizing activities, emails, and customer appointments.

• Effectively and efficiently organize project details with our activities calendar
• Create “to-do” lists
• Perform extensive searches by features (company, contact, classification, etc.)
• Customize your own company-specific fields and classifications
• Export contact data for mail merge or other third-party applications