ADaM Contact Management
Overview
Unlimited contacts by customer allows you to take a more personal approach with your customers. Information like e-mail address, multiple phone numbers and notes allows for personalized service and target marketing to your customer. Contact history can be recorded for any contact events including phone calls, emails, letters, meetings and more. An integrated scheduling system provides calendars and reminders for scheduled events and follow up with your customers and prospects. The included marketing system allows you to group customers for targeted mailings, broadcast emails, faxes or exporting to mailing or contact lists.
Contact Management Features
- Record contact events for phone calls, email, faxes, meetings, etc.
- Unlimited personal contacts per customer account
- Schedule follow up and reminder for completed contact events
- Attach documents to contact events
- Scheduled events view by list: Day View, Business Week, Week at Glance, Month, and more
- Standard comments with speed codes for easy entry
- Copy or Transfer scheduled events to other users
- Unlimited marketing group selections
- Create marketing groups based on customer sales history, products purchased, credit information and much more...
- Print reports, print letters and/or labels, envelopes for marketing group
- Broadcast fax, emails with attachments or export for mailing houses
- Contact management reporting