Business Management & ERP Software



Contact Management is a tool that complements Sales and Marketing efforts, as well as extends into additional business areas wthin the company.

It provides a contact database that goes beyond storing contact information. It enables prospecting and call log tracking functionality. It also forms part of a larger set of data that can be used to evaluate business decisions, typically via SWOT analyses.

Unlimited contact names can be assigned to Prospects, Clients, and Vendors.

This plug-in module can run stand-alone or fully integrate with the Financials Suite.

+ See partial list of features

- Partial list of features:

  • Contact Management master screen provides general contact information, as well as company information and notes.
  • Unlimited user-defined Contact Types enable the categorization of contacts as a Prospect, Customer, Vendor, etc.
  • In prospecting, Contact Master includes salesperson call log activity, salesperson tickler file and prospect tracking notes, and action items.
  • Provides unlimited notes and contacts per prospect.

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