Contact Manager for Small Business helps to build better Customer Relations, organize contacts, tasks, documents, etc. all in one place. It can also be used to track Opportunities, Contacts, Accounts, Invoices, and many other things for your clients. It is free for unlimited users.
Extensive customer data can be organized efficiently and can be accessed by different departments.
Managing notes, activities, documents, issues, creating call-list for contacts will help in customer retention.
Automated tasks and events for prospects through Drip-Marketing.
Customized reports will provide all the required information about contacts.
This efficient Contact Manager will help to build customer relationships, increase sales and productivity, and improve customer service.
Attach, share, lock, and download documents in all OfficeClip applications.
Automate tasks and events and create call list schedules.
Create and send invoices and receive timely payments.
Create HTML newsletters, sales campaigns, and promotional campaigns.
Reminds to call up your customers at regular intervals.
Group your contacts in a hierarchy and retrieve them faster.
Search contacts using the search and advanced filter options.
Allow specific functions or fields to be visible to particular roles.
Rules set up by the Administrator will trigger events and restrict access.
Create user-defined fields as per organizational requirements.
View and analyze contact information through reports.
Access your contacts and their information through smartphones.
A contact manager will help the freelancer to maintain client records, task, or projects related to those clients. Also, adding notes, events, attaching documents, etc. will help him to carry on his work smoothly. This software will also help with links to social media, enabling extranet, and it also syncs with Google and Outlook.
Contact Manager is an ideal solution for small teams or business professionals who need to manage their contacts and help them with their day-to-day activities. Different departments and users can access this centralized database and can remain updated about the activities going on with their customers.
A functional CRM will help the education sector to organize the data of their students and professors. This contact manager will give an idea about the strength of students and the availability of their professors, which will help them to manage their schedules. It will also help to automate the admission process and help to carry on with follow-ups.
✓ Track Leads
✓ Manage Accounts
✓ Customize Invoices
✓ Design Campaigns
✓ Custom Reports
✓ Share reports via web link or secured link
✓ Export reports in pdf, excel, word format
✓ Set up permissions for accessing reports
✓ SSL secured web access
✓ User roles allocation
✓ System privileges
✓ Permission assignment
✓ Custom Fields
✓ Rules-based processing
✓ Custom Reporting
✓ WebForms
✓ Free for unlimited users
✓ Available in hosted/installed version
✓ Various editions available
✓ Free upgrades
✓ Create new contacts
✓ Add notes, tasks, events for contacts
✓ Search and filter contacts
✓ Edit and delete contacts
Manage all your contacts and their information With IOS and Android mobile apps. Add and edit contacts, add notes, manage events, and tasks with your mobile device, when you have no access to your desktop.