Contact Management.....Staying in Touch






Sales Force Automation for Contact Management
Customer Relationship Management and Sales Force Automation for Contact Management

Contact Management For CRM and SFA

Features Tour:    « 1 2 3 4 5 6 7 8 »
The Contact Administrator Customer Relationship Management "CRM" and Sales Force Automation (SFA) system also provides you with a searchable Contact Management system that seemlessly integrates with your leads and opportunities.

  • Keep complete information needed for contact management on every prospect, customer, and and user including name, company, title, phone numbers and e-mail address. Also store additional information such as each contact's birth date, marital status, and other notes to make conversations more personal.

  • Important contact information is displayed with each opportunity so that you don't have to switch pages to find a contact's details while discussing an opportunity. If you associate a new lead with a new client's contact information further down the sales process, their contact information will automatically become part of the opportunity view for yourself and all your sales representatives.

  • Find contacts fast by searching in the Contact Administrator contact management file. Hard to spell name? Enter just a few letters and Contact Administrator can search names and company names to find contacts for you.

  • Easily import and export contact management information from your users and opportunities to synchronize with databases, Outlook, PocketPC/Palm, or for archival.

  • Built-in international address support in any place you place an address field for exceptional flexibility with minimal customization.



Additional Feature Pages:
Lead and Opportunity Management
Lead Tracking
Special Feature Highlight:
CRM Sense
SFA Specialty
Mortgage CRM Specialty

* Does not include one-time setup fee, and is not available in conjunction with any other promotional offer.
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