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


  • Contact software integrates into the tender software module
  • Capture bidders details
  • Record interactions
  • Follow-up, and notes
  • Reporting


  • Integrate lead category
  • Record contact information
  • Follow up
  • Products needed
  • Reporting
cms client

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