Contact Management

Building lasting Customer Relationships is down to good People management, and that's what OpenCRM allows you to focus on.

Looking after the detail is what makes your relationships stronger, being able to easily manage this detail is what makes OpenCRM very powerful, giving you a real allie when managing these relationships.

Being able to quickly pull up details about your Contacts related Companies, Activities, Opportunities, Projects, Financial transactions, Customer Service tickets and a whole load more, helps you respond in the most appropriate way.

Seeing the complete picture means that everyone is on the same page. It reduces surprises and builds a professional image of a team who are in touch with their prospects and customers.

Allow Group members to share the same records and assign Team members to help manage the progress of the relationship.

Being able to synchronise contacts with Outlook allows users to take advantage of contact data whilst on the go.

Include Contact data within the emails and documents you create in OpenCRM making it easy for your users to send customised, personal communication that is consistent with your branding using approved templates. Import Contacts from different sources to help with the marketing process, just come back from an exhibition and have a stack of business cards, or have you just purchased the attendee list? Either way there are tools available to help you action your follow ups quickly and easily.

Include tracking information within an email campaign so that you can see who is clicking on your links and when, making effective follow up easy.