CRM with Contact Management

What is Contact Management?

Contact Management is the process of capturing, organizing and tracking the contact information of your prospects and clients.

How is it done?

Salespersons manage contacts with the help of a software system which equips them to capture the contact information, helps them manage and organize a lots of contacts from multiple sources and with multiple attributes and helps them track some keep historical information associated with the contact which can help the salesperson close deals faster and can help the organization to maintain a deeper customer relationship by maintaining a history of their interaction with the customer.

Contact Management in ToolsonCloud Sales CRM

Create contacts

Import Contacts in Bulk using spreadsheets

Make notes of conversations

Log Activities and Tasks

Associate Contacts with Deals

Send Instant Emails without leaving app

View Deal history with contact

Keep track of social media profiles

How does it help?

  • Get a 360 degree view of your interaction with the client.
  • Keep every deal, task, notes, conversation history associated with the contact at a single place.
  • Maintain a knowledge base of the client's historical interaction with your team for a better customer relationship.
  • Organize all contacts at one single place and never scramble around for any contact in multiple places when you need it the most.

More features to empower your sales team:

Task Management

Set deal follow-up tasks and reminders and never miss an activity.

Lead Management

Seemlessly Capture, Nurture and Qualify leads to deals.

Reports and Analytics

Get Reports from your CRM data and actionable insights to take critical sales decision.

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