Customer Management and Follow-ups can no longer be done effectively with spreadsheets. To succeed in today’s competitive sales landscape you need a Web-based contact management software that delivers a complete view of your customers, including activity history, customer communications, internal account discussions, and even social data. With ourcustomer management software, you’ll be able to track your customers’ history from contact to contract, so you’ll be fully prepared for every meeting and every opportunity.
- Contact Management
- Calendaring and Events
- Meeting Reminders
- Lead Management
- Automatic Address Book
- Notes and Comments
- Quick Search
- File Sharing
The entire system can be managed through a secure administration console. The administrator can login to the administration section using their allotted username and encrypted password. There are two types of users, one will be Administrator to the system, which will have absolute control over the entire system and other users, who will have limited access to the system.Admin will be able to add / edit and manage users and user groups (departments) as well as track the employee performance.
Know every contact in your customer accounts.
Our contact management system will quickly and easily help you access critical customer data including key contacts, communication history, and more. You’ll get a complete picture of every customer, from insights about how to engage with them to deals they’re involved in.
Prepare for customer meetings while on the go.
Access all of the account and contact data you need to keep deals moving, from anywhere. The Online App pulls in valuable social profile information from your accounts and contacts, giving you deep insights so you can walk into that important sales meeting with confidence.