Contact Manager (CRM)

Modules >> Contact Manager

Contact Manager
This powerful module is the heart of your customer relationship management (CRM). Each time anyone in your firm talks to a client or prospect they should create a Contact Report. Each record is automatically time and date stamped for future reference. Drop down fields allow you to document the purpose of the contact, location, items discuss and any follow up required. There are even special button to allow you to enter "Left Message with Voice Mail, Left Message with Secretary" and "Left Message With Answering Service". This information can be very important when service issues arise.

Email has become a convenient way to communicate. The Contact Manager module includes an automated email creation tool which allows you to create customized messages and is tied to your WDI FX form documents allowing standard messages to be communicated with others. Messages you wish to send are integrated with most POP 3 email programs such as Outlook, Outlook Express, Windows Mail, Thunderbird, Eudora, gMail and others.

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