Contacts

Maintains a complete information on prospects or contactsTracks unlimited calls, meetings, emails and to-do activities
Contact Activities can be sorted by different columnsLookup features on Company or Contact will find anyoneCustomer Relatioship Management supports the sales and the marketing process
Lookup added on the fly when adding a Contact for: Position, Depatment, Source, Status or Last Result Import customers from the Sales module into the Contacts module instantlyConvert contacts from the Contacts module into the Sales module customer instantlyComes with over 70 reports for phone lists, activity reports and meetings

Contact table

The main contact maintenance function is where you record all the characteristics for each contact or prostect you will keep track in your system. 

A complete CRM module where you can add on the fly User Define Fields (UDF) for the folowing:
Position
Department
Source
Status
Last Result

Activities

You can record all the activities related to your contact. 

There are four basic types of activities or tasks: 
Calls
Email
Meetings 
To-Do

Activity Set Up

When the activity edit window is shown, either by creating a new one or by modifying an existing one.
There are three pages or tabs: 
Activity
Notes
Settings.

Contacts

Maintains a complete information on prospects or contacts

Tracks unlimited calls, meetings, emails and to-do activities Contact Activities can be sorted by different columns

Lookup features on Company or Contact will find anyone

Customer Relatioship Management supports the sales and the marketing process Lookup added on the fly when adding a Contact for: Position, Depatment, Source, Status or Last Result

Import customers from the Sales module into the Contacts module instantly

Convert contacts from the Contacts module into the Sales module customer instantly

Comes with over 70 reports for phone lists, activity reports and meetings

Contact table

Activities

Activity Set Up

Company

About

Subscribe

Thank you!

Error