Module Contact manager
Managing contacts, companies, places
The module is a clear and concise central representation of address data for all individuals and legal entities.
Besides the standard address data (address, ID, PIN, telephony, Internet), it is possible to keep record of offices with their data, as well as keeping record on one or more bank accounts. Individuals may or may not be related to the company.
Finding a contact is simplified in a way that by typing one term, the system searches through all the addressing information.
With the address book function, the module enables recording and planning of communication with individuals or companies. After the contact realization, it is sufficient to enter communication summary, and to define the date (and time) of the next contact. The system itself will take care that you don't forget.
An additional advantage is that with every contact you can simply check out all communications and consultations that were conducted with a certain company (or person), and thus be a good interlocutor.
Contact Management - CRM (photo gallery)
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Companies
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Companies search
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Details of companies
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People related to the company
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Contracts related to the company
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Company history
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Business offices
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Persons
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Persons history
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Basic information about the company
Do You want to increase company efficiency and effectiveness, increase the record keeping efficiency, facilitate employees to follow the daily routine for better and more effective team?
We offer You a SoftCRM cloud solution!