With Infusion CRM's customer-centric methodology to contact management, you will be able you to manage your emails, faxes, appointments, activities and phone correspondence in a single location. Close more sales by building and maintaining stronger relationships with your prospects and customers using Infusion CRM's Contact Management module.
Contacts
Add, Edit and Search contact information in a powerful customer database
Store communication details (phone, e-mail, etc.) in the contact's Call Log
Group similar contacts together for efficient group communications
Organize Contact Groups into categories
Track marketing campaign(s) a contact has received and their responses
Full history of purchases, payment plans, invoices and payments
Attach documents to a contact's record
Link multiple contacts to a "Company" or "Account"
Link contacts together and form relationship "trees"
Tasks
Create tasks, prioritize tasks and attach tasks to contact records
Assign tasks to other users
Notify other users of task actions
Calendar - view daily, weekly, monthly views of your tasks, appointments, and meetings
Other Features
Calendar - create appointments and events for yourself and other users
E-mail Client - send and receive e-mail through our integrated e-mail client
Create and store text and HTML e-mail templates
Send personalized e-mail templates from any contact's record
Inbound e-mails get automatically attached to the contact records
QuickSearch Box - search for contacts from anywhere in the system
Favorites - save your favorite searches, sites, links and reports for quick access
User Permissions protect sensitive data and limit access to authorized users
Communicate with contacts directly from their contact record via e-mail, printed letters, faxes, voice broadcasts, and more
