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Contact Integrated System

The Contact database and the Client Relations Management (CRM) software come together to form the Contacts Integrated System. The Contacts Integrated software allows keeping records for client money's owing, new leads, sales and enables better handling of the clients.

The CRM also links in to the Quotes and Invoicing financial modules, as well as the Supply Management software for the supplier database.

The contacts database keeps the contact's information, according to category. The CRM system tracks leads, prioritises the leads and allows for follow up, feedback and meeting creation. 

Features

  • Track and keep records of new leads
  • Keeps a contact list with categories specific to your company
  • Imports contact data using CSV and Excel files
  • Keeps records of inactive contacts, with the ability to reactivate them
  • Manages the follow up of leads more effectively and clients contacted
  • Keeps records of client / lead interaction, notes and product interest
  • The user can keep records of al interaction with the lead / client
  • Search facility for clients, leads and suppliers
  • Categorised contacts make the search and divisions more clear
  • The contacts can be loaded as individuals or as a company
  • Keeps a list of products and their prices available in the setup

Related Modules