Contact Management
Enables users to store, organize, update, and track an unlimited number of account and contact profiles, including names, titles, mailing addresses, email addresses, phone numbers, fax numbers, industry sector/SIC codes, company size (employees and revenues), birthdays and anniversaries, product information and other important data.
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Product Management
Information of Products Customer dealing in. Provision to add up to 100 products per contact. This will have fields such as material, spec, thickness, width, length, coil weight, bundle weight, spangle, coating, quantity, color, top coat, bottom coat, paint type.
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Correspondence Management
Provision to add notes for a company date-wise to keep history of discussion/brief of correspondence exchanged with that company.
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Categorize & Group Contacts
Create personal and group contact categories. Organize each contact by category. One contact can be associated to multiple categories. Update contact will change contact information under all categories.
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Centralize Contact Management
Online contact management allows you to store and to manage contact information in one central, online location.
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Import and Export Contact Lists
Modify your online address book; import from a spreadsheet, export into printable and excel versions.
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Contact Search & Filter
Locate the contact information you need easily by searching in the online address book. View by categories or full contact list, and filter alphabetically. Predictive text like search option.
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Remote Contact Management
Access and share contact info with co-workers, remote employees, and customers effortlessly.
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Label Printing
There would be a Print type tab which will be having an option to separate tabs such as work, home, Notes etc to print all the details under the selected tab.
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Private Personal Contacts:
Add personal contacts to your own contact management information without sharing it with others.
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Customized Reporting
For printout as well as to view it on the screen there would an option to choose which columns/fields to print / show.
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Daily Activity Report Tool
A DART report for the administrator to view updates made by all the users daily.
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Secure Contact Manager
Control access to your contact lists with strict rights and permissions.
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Internal Contact Directory
Share company-wide contact directories.
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