Contact Management

Client-focused organisations ensure that all the information related to their contacts is captured and used efficiently and effectively. aXcelerate has a range of powerful features that enables you to manage all your contacts whether they're client organisations, learners, trainers, assessors, suppliers or other stakeholders.

  • Capture every detail related to your contacts efficiently and effectively
  • Manage all your contacts effortlessly whether they're client organisations, learners, trainers, assessors, suppliers or other stakeholders
  • Track every instance of communication/activity through using through our powerful 'Notes' feature
  • Customise or add Categories and Note types easily to suit your business
  • Use the colour-coded 'follow up feature' & track instantly who you need to follow up and by when
  • Capture and report on the source of your contacts
  • Effortlessly link contacts to parent organisations & include primary contacts & payers
  • Easily update features such as global email domain change and global organisation name change
  • Restrict access to contact information such as notes
  • Access an 'audit trail' of all interactions/notes by system users or system-generated activities and communication
  • Apply the system auto duplicate detect feature to prevent duplicates being created

features