Lead Management & Client Profiling Software
Manage leads, contacts, organizations, partners, vendors and suppliers using our robust and reliable lead management and client profiling software. See everything from background, history, events, projects or opportunities. The software helps small businesses deal with the vital task of managing your contacts, organizations, partners, vendors, and suppliers. A powerful web-based contact/lead management software with features such as:
Flexible Calendaring and Events
Lightning Fast Search
Tags, Notification, and Following
Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects)
Mass Email and Email Templates
Unique customer-centred design allows you to instantly view complete history of a customer.
Instantly toggle between full-record page view and multi-record browse view of your customer data.
Activate automatic pop-up notices and alerts for any customer to remind users of critical information.
Instantly sort and search your entire customer database. Locate customer data based on any criteria.
Attach and view an unlimited number of pictures, documents, and spreadsheets to any customer record.
Use the marketing profile to target and sell additional services and products to your customers.
Designed to handle large volumes of data for superior performance as your business grows.
Attach and view an unlimited number of pictures, documents, and spreadsheets to any contact record.
Instantly switch between full-record page view and multi-record browse view of your contact data.