Contact Management

Find and track every customer, contact and communication instantly, then set tasks to follow up, and share with your team.

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360° Visibility

Get the full picture of your prospects and customers.

Totally Organised

Our integrated and versatile CRM contact management software makes it easy to manage your contacts and share information across your team. Giving a 360 degree view of all your interactions, you’ll improve engagement and your customer experience for longer-lasting relationships and unite your team.

You’re not just keeping track of names and addresses, our CRM records every interaction, including your emails, calls, notes and documents, arranged in a summary timeline.

Contact Management

Great Customer Experience

With all the information your need at your fingertips you’ll never miss another sale.

Advanced search across your contacts, accounts, opportunities and tasks to quickly find what you need.

Email integration to automatically capture your emails to and from your contacts to the CRM.

Link related accounts together to view all your connections.

Keep track of your calls and meetings by setting tasks to follow up, or assign them to others in your team.

Record all your interactions and activities to maintain a full account history and timeline.

Customise your CRM to reflect your business by adding custom fields to your contact information data.

Centralised Hub

Unite your team and your data in one central repository, creating a heart for your customer focus and business.

Email Integration

Our two-way email integration means you can automatically capture all your emails to and from your contacts straight into the CRM. Syncing unlimited email addresses, you’ll see your own interactions as well as those with the rest of your team.

Email integration works with the email client of your choice, including Microsoft Outlook 365 and Gmail.

Tasks, Events & Calendars

Create tasks to remind you of outstanding actions against each account. This might be a reminder to call a contact in a few weeks time or to follow up on a quotation. Once a task has been completed it’s saved to your activities timeline, keeping a full historical record on the account. You can also sync your tasks back to your Google calendar, keeping an up to date view of your diary.

Data Analysis

Our powerful CRM report writers let you easily run reports and access your management information data. As well as managing your sales data you’ll have insight on your customers’ and prospects’ activities. By understanding their buying habits, behaviours, interest and interactions you’ll be ready when they are.

User Permission Levels

If security is important to your business, you can set CRM permission levels and control who has access to your data. By allocating each user to a User Group and allocating a User Profile you can determine the level of access each has to your data. You could set up the security so users in the same User Group, such as UK Sales, can access and edit each others’ accounts, but not accounts owned by users of another Group.

Document Storage

Less exciting but equally important is the huge amount of document storage available in our CRM. Store your quotations, service level agreements, meeting minutes, proposals, plans and images within each of your company accounts. Email attachments sent or received can automatically be saved to the account record through your email integration.

Contact Management - CRM Customisation

CRM Customisation

It’s important that your CRM reflects your business processes. With Really Simple Systems you can easily customise the CRM, adding extra fields and removing the ones you don’t use, and changing the values in the dropdown lists or creating new ones. At an individual level you can customise the summary tables, page layouts, and your dashboards.

Customers on our Enterprise plan can take advantage of our advanced options and customise the CRM menus, objects, forms, opportunity lines and custom widgets. To discuss your requirements please contact us.

Contact Management for B2B

Our contact management software is designed for Business to Business (B2B) so contacts are managed at company level with a single page view. You’ll be able to record your conversations, meetings, emails, tasks and other activities straight into the company record, giving a complete record of your contact history.

Contact Management

The CRM has streamlined the whole department, giving visibility to everyone, so we can all see who’s dealing with what.

Richard Perry, JC Payne

MORE INFO

What is Contact Management

A contact management system is a software programme that stores and organises business contact information. It stores data such as names, addresses, emails and telephone numbers so it’s easy to access when needed.

Contact Management differs from Customer Relationship Management (CRM) which goes further by letting you build up a record of your interactions with a contact over time. A CRM lets you track your communication, sales and marketing with the aim of developing long lasting relationships with customers, that drive business growth.

Seen Enough? Get started.

The best way to see if our CRM is right for you is to try it. Simply register for a free trial and we’ll help get up and running in no time.

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