Account & Contact Management

Accounts and Contacts

Make Contact, Build Relationships, Measure Results

Capture, track, manage and share vital customer information with the people and departments that need it to efficiently do their jobs, including account and contact details, pending and completed activities, notes, e-mail, history and more. A single unified database ensures information is immediately available without having to move from system to system and the data is accessible 24/7 from any device; PC, Mac, Tablet or Smartphone.

A powerful customizable solution: Add custom fields, create customer views, generate customer reports, build saved searches. No programing required.

VIEW FEATURE VIDEO

check

Centralize data storage
360 degree view of account and contact information on one screen, no scrolling or flipping from page to page

check

Access to your data anytime and anywhere
From your PC, Apple Mac or Mobile device

check

Unlimited custom fields
Capture relevant information about prospects and customers

check

Easily import data from disparate systems
Get going immediately, no retyping of data

check

Multi-Level security permissions
Secure who can see what data by individual or job function

check

Synchronize your calendar & schedule
Keep your schedule updated in Commence and Outlook from either system

Benefits:

Only Commence CRM offers the ability to manage complete account and contact information on a single screen. There is no scrolling up and down or flipping from page to page like there is in other CRM systems. One central database stores notes, history, e-mails, activity, service tickets, projects, opportunities, quotes, and documents.

Commence CRM:

All Features
overview

Overview

dashboard

Dashboard

management

Account & Contact Management

sales-opportunity

Sales & Opportunity

lead-management

Lead Management

marketing

Marketing

customer-support

Customer Support

customer-portal

Customer Portal

project-management

Project Management

e-mail-integration

E-Mail Integration

reporting-analytics

Reporting & Analytics

apple-mac

Apple Mac

quickbooks-integration

QuickBooks Integration

platform-features

Platform Features

mobile-crm

Mobile CRM

social-crm

Social CRM