Access and update contact information by adding notes and attaching documents. Tag contacts for easy categorization, assign them to team members, and send emails effortlessly.
Every detail matters. Organize all customer information, including contact sources and communication methods, using standard and custom fields for social media accounts.
Quickly find contacts with various search options, including company, tags, source, and creation date. Advanced Filters ensure fast access to the exact information you need.
Recall conversation topics or email exchanges with your contacts by accessing the thread. Plan follow-ups and set alerts for email and mobile to stay on top of your schedule.
Access all Contact Management features in one view. Update contacts, add notes, upload documents, track conversations, and schedule follow-ups with just a few clicks.
Enables prompt entry of key contact information
Who, when, what, and for how long. History of contacts at a glance
Tame wild varieties of contact information with custom-made fields
Brings every contact information in a single canvas
Attach documents - one or many - to your contacts
Track interactions, and add quick notes of your plans or tasks
Easy to setup, Full access, No credit card required.