Contact Management
What is Contact Management?
Contact management is the process of gathering, organizing, and keeping track of information about your leads, prospects and customers.
The Importance of Contact Management
Management of contact information is important because it allows companies to effectively provide customer service and increase profitability through increased customer satisfaction. When a company has easy access to past information on an individual’s purchasing history, habits, and preferences, they can then use this information for their own interests.
Without good contact management systems in place, companies risk not retaining customers and losing revenue.
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- Create and prioritize campaigns. Add leads. Assign users.
- Create customizable customer details forms and message templates. Add attachments.
- Get complete lead history. Make calls through auto dialer.
- Send instant WhatsApp, email and SMS without saving customer details manually.
- Set follow-ups and never miss a single lead.
- Prioritize leads and assign tasks to other members.
- Get sales pipeline overview and call reports.
- Track and manage team performance.
- Get both direct and custom integrations. Capture all the leads in one place.
- Access the Marketplace for value-added services.
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