Contact Management
Maintain comprehensive Address Book details through easy-to-use Contact Manager System
Deskera CRM Contact Management provides your sales team with a clear visibility into your key contacts, critical relationships, customer profiles, key transaction status and account history.
It also allows you to capture, monitor, store and track all critical information on your key stakeholders i.e. customers, prospects and partners. Furthermore, Contact Management enables you to maintain up–to–date data on all activities happening for each of your contact, keeps you updated on each of your account via real-time alerts and notifications, and gives you a quick overview of all your contacts through customized reports and views. In a nutshell, Contact Management enables you to segment available customer data and gain knowledge about your customers so that you can deliver the right value proposition to them.
Key Features of Contact Management
Comprehensive Contact Details:
Efficiently record and track complete contact details including lead source and account name.
Spreadsheet functionality:
Adding, updating and navigating through the sheet is as easy as using a spreadsheet. It ensures that all your tasks get completed in three clicks or less. It incorporates 'Click and Type' functionality that allows you to select, edit and manipulate any data as per your requirement, without the need of navigating through any additional tabs or menus. Learn more about Click and Type
Import Contacts:
Import contacts easily in convenient file formats from MS Outlook, Gmail, Yahoo, MSN and more.
Add an Activity:
Define contact activities - Tasks, Events and more – for accurately carrying out sales process related to a contact. Get regular updates of the upcoming activities on your dashboard.
Add Documents:
Add/Update documents for each contact and maintain a central repository of documents for all your contacts. Learn more about Document Management
Export Contacts:
Export your Contact list in multiple file formats like .pdf, .csv and more. You can even customize the format of the files by defining templates before exporting them.
Key Benefits of Contact Management
- Keep track of all your contact details including activities through regular updates and quick retrieval using advanced search.
- Maintain contact details easily using an intuitive spreadsheet like user-interface.
Additional Features of Contact Management
- Quick Search allows you to get results as soon as you type the keyword.
- Advanced search functionality enables you to search for multiple search terms.
- Maintain a repository of inactive contacts in 'Archived Contacts' list.
- Track recent activities associated with all your contacts through updates on your dashboard.