Really Simple Account & Contact Management

Really Simple Account & Contact Management keeps all your customers and prospects in a simple two-tier data structure: Accounts (companies and organisations) and Contacts (people who work there)

• Record every email, telephone call, support request and meeting as an Activity for that Account, so that you and your colleagues can see every interaction with that organisation.
• Easily search Accounts and Contacts.
• Enter and update multiple Contacts at once with one mouse click.
• Set up Tasks to remind you of outstanding actions against each Account, such as calling them back.
• Assign Accounts and Tasks to other users with optional email notification.
• Share information on Accounts with others in your organisation by setting up Sales Groups.
• Use the default sectors, products, sales stages and other analysis categories or set up your own.

• Create Custom Fields for your data.
• Import and Export data from csv files and from Microsoft Outlook.
• Download a complete local copy of your data in whenever you want.
• Simple but powerful Listing Report Writer comes with pre-written standard reports and allows you to create your own reports, all from one page.
• Download any report into Excel at the click of a button.
• Create mailing lists to send mail merged letters or emails.
• Interfaces to the email client of your choice, including Outlook, Google Mail, Mac Mail.
• Clear screens with no confusing icons allows even the occasional user to use the system without training.