ContactManager

CONTACTMANAGER (CRM)

ContactManager is a powerful and easy to use client/customer relationship management (CRM) system, uniquely designed for the Professional Services Market.

ContactManager is the most powerful and highly adaptable CRM product available in the market, and can be utilized on premises or in the cloud. Users of ContactManager attest that it speeds up the process for effective marketing campaigns, centralizes relationship and matters tasks, and helps users share valuable knowledge about their customer base. Additionally, it also optimizes the matter/client intake process, uncovers client and prospect relations, identifies new and existing opportunities and makes sharing knowledge about your customers/clients throughout the enterprise easier. ContactManager also provides easy integration with accounting and client/matter intake systems.

CONTACTMANAGER SCREEN SHOTS

Learn more about ContactManager, ask for a demo.

BENEFITS

DISCOVER RELATIONSHIPS

Learn more about each customer/client by tracking internal and external, as well as personal relationships that are important to you and your customer.

ENHANCED PROFITABILITY

Business Development possibilities and active marketing are greatly enhanced by knowing more about who your customers are, and what drives them.

INTEGRATED DMS and Accounting

Fully Integrated Document Management processes can drive ``SharePoint Sites`` once a client/customer is added, along with full integration with accounting systems.

A DEEPER RELATIONSHIP

Improve and enhance your relationships by spreading the in-person knowledge through the CRM capabilities to make it institutional knowledge.

NO MORE DUPLICATES

A powerful de-duplication mechanism prevents a polluted database and detects potential duplicates already at entry. Standard connectors to dataproviders speed up the process of data entry and ensure data quality and integrity.

OUT-OF-THE-BOX FEATURES

ContactManager offers a host of features, and is completely user-friendly!

Outlook integration
Email marketing support
Social media integration
Strong de-duplication
And more…

DATASHEET