Organize, categorize, and manage your customer and prospect contacts using default and custom fields, as well as custom sets of contact groups and types.
Automatically capture new leads and contacts from a website or incoming email, enter manually from a phone inquiry or at a trade show, import from existing database or purchased list.
Permanently associate contacts with their activity history, such as email communications, phone calls, notes, and reminders.
Create custom contact fields unique to your business.
Create unlimited contact categories and groups; send personalized mass emails to groups of customers.
Create, share, assign, and prioritize tasks and reminders; create daily, weekly, and monthly calendar views.
Upload and share documents and files. Associate documents and files with contacts or company for easy access and storage.
All customer service interactions, such as support incidents, appointments, reminders, notes, email, inbound and outbound calls are automatically associated with appropriate customer and internal contacts for efficient routing, resolution, and reporting.