Contact Management

Automatically sync and store contact information, such as emails, phone numbers and addresses, and even add notes, tags and custom fields to each contact.

Easily manage your company's contacts with an effective contact management system. Streamline communication with customers and vendors, maintain an up-to-date database of contact information, and quickly access any contact details when needed. Keep track of customer service inquiries, sales leads, and other communication with ease. Automatically sync with your existing customer relationship management software to ensure all data is up to date. Create custom contact fields to store any relevant information. Easily search and filter contacts by name, company, or any other custom field. Quickly export contact information as needed. Automatically back up contact data to ensure it is always secure. Utilize additional features like email templates and task management to further streamline communication.

Improve Customer Relationships

Enhance Sales Performance

Increase Efficiency

Manage Data

Track customer interactions and communications to build strong customer relationships.

Monitor customer feedback and preferences to provide personalized customer service.

Utilize customer data to identify opportunities for new products and services.

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Key Features of Contact Management
with Deskera ERP.

Automate Contact Data Entry

Quickly and easily capture contact details in the CRM, reducing manual data entry and freeing up time

Organize Contacts

Create custom contact fields, assign tags, and group contacts into lists to keep them organized

Secure Contact Data

Ensure contact information is kept secure and private with encryption and user-level access control

Monitor Contact Interactions

Track customer interactions over time, including emails, calls, and meetings

Generate Contact Reports

Generate reports based on contact data to gain insights into customer behavior

Analyze Contact Data

Visualize contact data in graphs and tables to gain a better understanding of customer relationships

Send Bulk Messages

Send automated messages to contacts in bulk with customizable templates

Schedule Follow-Ups

Set reminders for follow-up tasks related to contacts, such as calls and emails

Integrate with Other Systems

Connect the CRM to other systems such as email and marketing automation to streamline contact management

Automate Contact Tasks

Automate recurring contact tasks, such as sending out welcome emails or updating contact information

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Frequently asked questions

Deskera Contact Management

What is Contact Management?

What are the benefits of using a Contact Management system?

How do I choose the right Contact Management system?

What features should I look for in a contact management system?

How do I set up a Contact Management system?

How can I use a Contact Management system to improve customer service?

What types of data can be stored in a Contact Management system?

How can a contact management system help me increase customer engagement?

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Contact Management

Automatically sync and store contact information, such as emails, phone numbers and addresses, and even add notes, tags and custom fields to each contact.