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Contacts CRM Integrates with Other Tools to Create These Benefits

1. Access all print materials including proposals, presentations, agreements associated with a customer from their contact.  Serves a ready reference to the customer’s activity history with your company.

2. Automatically capture contacts registering on your website or landing pages.  Eliminates data entry and automatically captures the registrant’s interests. 

3. Select a saved list from your Contacts CRM tool within your email tool.  Eliminates list management steps and the need to upload/download lists to your email tool. 

Centralize your Contacts


Create one secure, easy-to-use repository for your customer and prospect contact information and activity history including marketing interactions, product interests and pipeline tracking.  With a secure user name and password, anyone within your organization can view, track and add information.

Track Activity History and Sales Forecasts

Create an ongoing record of all interactions with each customer including product interests, sales forecast, sales cycle and close rate detail. 

Highly Flexible Report Capabilities

Authorized users can create custom reports based on any combination of contact criteria—no programming skills are required.  Once you have set up report criteria, you have the option to save your report so that it updates automatically with new contacts that meet your criteria. 

Create Segmented Lists for Marketing Campaigns

Create lists by virtually limitless combinations including product or solution interest, geographic location, sales pipeline status, industry and more.  Allows you to execute highly targeted campaigns and capture results for ongoing analysis.

Security and Privacy

Contacts can be entered as ‘private’, visible only to a specific user.  Lists and reports can be saved as ‘private’, limiting access to sensitive data.