Effortlessly track Correspondence from Prospects and Customers, including Sales Opportunities, Documents, Notes, Emails, Follow up Activities and more, for any contact or company.
Advanced integration with Microsoft Outlook - Includes seamless linking with Outlook calendaring. email and contacts. Allocate or invite associates to appointments or events within ContactTracker. and have the activity recorded in your Microsoft Outlook or MS Exchange calendars.
Hierarchical security allows you to set view privileges for all users within your organization. i.e.- State Manager can view all records, Branch Manager views only specific Branch customers while Sales Reps have access to only their own customers
LiveLink- Interface - Dynamically links ContactTracker to other applications such as accounting and ERP systems, allowing you to bring select sales and transaction information into ContactTracker for a fully holistic CRM solution.
Marketing and Event campaign management
track communications sent to your customers, report against opportunities created or won by marketing campaign for the most effective ROI.
Database Replication - The most sophisticated database replication of any CRM in its class. Allows remote users to synchronize their database with one or more central databases either by directly connecting, or by connecting via the Internet.
Scalable, Flexible Solutions - ContactTracker is scalable from Microsoft Jet database to enterprise platforms such as Microsoft SQL Server or Oracle databases.
Fully Customizable - change fieldnames, drop down lists. Tab headings and more. Make ContactTracker your own personalized database tool.
Lotus Notes synchronization - convert Lotus Notes data and integrate with the Notes email program and calendaring for seamless uptake into your company's current work environment.
Send single or bulk SMS via ContactTracker to remind customers about appointment times. upcoming events, new offerings from your company, and more.
Interface with any hand held (PDA) device for the ultimate in mobility. Add a wireless network card to your device for a fully integrated wireless solution for your company's workforce.
Generate and manage your company's marketing communications - send Bulk, personalized email or HTML email to everyone in your database. Use ContactTracker filters to send communications to a select group of customers and/or prospects in your database. |