Contact
Management
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Build
your client records, identify companies and
the contacts who work in them. Profile your
clients using a comprehensive set of standard
information fields and add to these using ‘Custom’ fields
if required.
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Manage
your diary, schedule events, arrange meetings
and make sure you and your colleagues are always
up-to-date.
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Make
sure you do what you need to, when you need
to, where you need to and track the progress
of each task as you do it.
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Manage
and build your sales pipeline, optimise your
sales leads, follow them up and leave no stone
unturned.
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contact manager can
automatically create activities for a contact
from a number of events such as diary entries,
incoming or outgoing emails, letters sent and
many more. You can also manually create an
activity whenever you like, for example to
record a telephone conversation or note some
work done on behalf of the contact.
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Let contact manager find
a date that everyone can make, invite the attendees,
make sure the meeting room is free, send out
the agenda and then distribute the meeting
minutes afterwards.
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Manage
resources, people and tasks using the built-in
perpetual planners. Use them for the straightforward ‘Holiday
Chart’ or for managing complex campaigns.
Search for entries across planners to see if
resources are being used effectively.
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