Client and contacts management software
The contact software helps to streamline contact and client interactions, centralizing data into one place, which can be used as a standalone, or be integrated into the other software modules. The contact management software helps manage and record communication, move leads to the client category and more importantly record contact information
Manage client details and interaction
- Record contact details
- Add, edit details
- Upload documents such as contracts
- Add as a single contact (persons name) or company information
- Move from leads category to client (active and inactive)
- Records contact details, notes pertinent to client
- Identify contact role e.g. Accounts administrator
- Link contact to products, LMS, financial software (student finances, company invoicing)
- Activate, deactivate profile while keeping data
- Assign user access
Tenders
- Contact software integrates into the tender software module
- Capture bidders details
- Record interactions
- Follow-up, and notes
- Reporting
Manage meeting schedules
- Calendar bookings
- Add meeting information
- Add meeting notes, record meeting members
- Meeting notifications using contact email and other details
Manage managers
- Set client / contact managers
- Draw manager’s reports
- Create continuity regarding interaction with contact/company/client
Software integration
- Link clients to project management software
- Intoweb financial software
- Membership software
- Lead management
- Learner management software