CRM & Contact Management
Class-leading CRM capability to capture and manage all your most important client ‘moments’:
- Capture all activities with contacts including mailouts, user notes and contact-related interactions
- Quickly search for any activity using multiple keyword string search
- Send bulk emails to contacts by category, industry group, post code range, specialised mail merge group or attendance in a course type
- Create follow ups for contacts to reconnect on committed dates
- Prevent duplicate client details with contact auto-detect
- Capture enquiries as leads, convert to opportunities and then close!