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The contact management functions of CRMWeb enable you to effectively manage and track your contacts.
You can search the central database in order to find a contact, edit and update existing contact
information, identify active and non-active contacts and filter your contacts by a wide range of criteria such as: individual, location, company etc.
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CRMWeb allows you to maintain complete contact profiles, keep a history of all past interactions with your contacts: activities, notes, conversations, written
correspondence, emails, meetings or events; use templates to instantly send emails (HTML or plain text) with or without attachments to an unlimited number
of email addresses.
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Any person in your organization will be able to track every contact made with a customer and thus have a comprehensive, up-to-date view of every customer or
business partner. Any change in the system will be automatically saved and made available for all users. By having direct, unrestricted access to all available
information you will be able to better plan your sales and marketing strategy.
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Benefits:
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Have a complete overview of all interactions with your contacts
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Sort and filter your contacts based on various criteria
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Know each contact's role and responsibilities in his/her company
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