Contact management can be made complicated or can be made simple. We choose the latter, simple. Most small businesses simply need a few things from contact management.
- A simple contact & customer list
- To be able schedule a call or an appointment
- A place to keep notes
Now imagine being able to share all that information with everyone in your company, anytime and anywhere you are without having to synchronize each users data. That’s keeping it simple.
Unlimited Collaboration
Collaborate and share contact information for up to 50 users and salespeople instantly. That is more than enough users for most small businesses. Collaborate with your contacts and choose to allow them to enter and update their own information directly into your database or even check your schedule. Contacts can log in to your database and leave you mail messages that are automatically saved in the database that anyone can access instantly.
Unlimited Storage Capacity
Keep track of more than 1,000,000 companies and customers. Store and share over 1,000,000 individual contacts. Create millions of projects and link them to contacts, companies, and salespeople. Schedule unlimited calls, appointments, and notes for any contact. Store unlimited notes and link them to projects, companies, and contacts.
Flexible, Friendly, and Fast
Link contacts to company record, salesperson record, and master contact list. All calls, appointments, and notes will be linked not only the salesperson, but also to the company record and master schedule. Store and show call schedule and appointment by company, salesperson, and master schedule. Users can integrate their personal to-do list with their main schedule list.
Have company alerts like sales meetings, agenda, and to-do’s when users log into the system. Send email or text message reminders for up coming scheduled items.
