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 Contact Management Tool? Features
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Overview |
Features
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| Contacts |
- NEW! Assign contacts to accounts
- Advanced search and filtering capabilities
- View contact details with a complete history of notes, appointments, and opportunities
- Categorize your contacts
- Add Notes, appointments and/or opportunities with each contact. Details below.
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| Opportunities |
- Track opportunities and sales potentials with contacts
- Assign potential values to your opportunities. i.e. From "We know the opportunity exists - 5%" to "Contract completed - 100%"
- Download opportunities into Excel to generate reports
- Many new features to be released soon.
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| Appointments |
- NEW! Calendar with day, week, month and year views
- Schedule Critical Reminders/Appointments
- Export/Download appointments into address book (vCard format)
- Download all upcoming appointments into Excel
- Schedule appointments for others. Useful for Administrative Assistants.
- Schedule reminder email notifications for appointments - Coming Soon
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| Tasks - NEW! |
- Assign tasks for yourself, or for others in your company
- Categorize and prioritize all tasks
- Generate reports using the advanced search
- Automated emails on assigned tasks and important status updates
- A complete history of each task is recorded
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| Notes |
- Keep a complete history of each contact using the notes feature.
- Notes will always be associated with the user that originally entered them, regardless if the user account is active or not.
- Search past notes. All notes are time stamped.
- Format your notes with the HTML Editor
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