PRODUCTS > Desktop CRM > Contact Management
CONTACT MANAGEMENT – Build Customer Relationships

The Commence Contact Management module is designed to increase employee productivity by enabling them to capture, track, manage and share all client specific or prospect specific information. The information is then stored in a single unified database where is it immediately accessible to all authorized employees without having to move from system to system. This results in your company’s ability to significantly improve the process of marketing, selling and servicing your customers.

 
     
Key Features
Account/Contact Management
Capture, manage and share a complete account and contact profile including history with others throughout the organization.
Calendar & Activity Management (Notes, History, Attachments)
Synchronize calendars and address books, manage activity remotely. (personal & groups)
Time Management
View pending appointments and to-dos by due date and action type. Receive reminders when appointments and to-dos are due.
Advanced Desktop Integration
MS Outlook/Word/Excel
Utilize desktop tools to help manage your daily business, e-mails, e-mail logging, letter templates, proposals, quotes and contracts.
Activity Tracking
Associate all correspondence including, calls, meetings, emails, and service history with the account, contact and responsible employee.
File Attachments
Track external documents and files associated with an account, contact, opportunity, and service ticket.
Mail merges /
Letter Templates
Create email, printed, or fax mailings to select contacts or a list of accounts.
Business Process Automation
Automate specific business task and functions based on selected criteria.
Business Alerts/Alarms/Notification
Automatically receive notification when specific business conditions are met.
Mobile
Stay in touch and manage activity while away from the office. Synchronize and work off-line.
 
 

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