BUSINESS CONTACT MANAGER (CRM LIGHT)

Business Contact Manager is a contact management solution that integrates several tracking and reporting capabilities with Office Outlook to help your business manage your sales leads and opportunities throughout your sales process and better service your customers after the sale. It enables you to respond quicker to your customer enquiries, easily manage your customer relations and follow up on your sales leads without any delays.  With the CRM Light solution, your small business can easily centralise your contact and customer information using the Outlook user interface (which your employees are already familiar with) and manage all your marketing campaign activities in-house.  Business Contact Manager provides your business with the tools to enable you to create targeted mailing lists, personalise and distribute your print and e-mail marketing materials, track the results, centralise your project information and follow up on project-related tasks.

Product Features

Consolidated contact and customer information
Customisable dashboard to view your important customer information and business metrics on one page
Customise forms, fields, and lists
Share customer and prospect data across your company
Offline synchronising
See all of your customer financial and communication history in Office Outlook 
Use your Outlook calendar to track billable time
Consolidated prospect and lead information
Track opportunities from the initial contact to closing of the sale
Sales dashboard
Customer and prospect reports to analyse your data
Export your report data to Microsoft Office Excel spreadsheets
Turn your opportunities into quotes, sales orders and invoices in one click
Producing effective marketing campaigns
Consolidated project information
Share project-related information across your company
Easily delegate tasks to others and automatically transfer the task information to Microsoft Outlook

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