Contact Management

  • Replace your Rolodex: Stop losing and misplacing business cards by storing their information on your platform
  • Unlimited Contacts: Manage all contact information for an unlimited number of contacts
    • Attachments: Attach pictures, documents, and spreadsheets to any contact
  • Letter Writer: Automatically generate targeted sales, correspondence, and prepare bulk mailings
  • Mailing Labels: Print mailing labels and personalized envelopes
  • Marketing Profile: Create a marketing profile for each contact based on user-definable questions
  • Contact Transfer: Instantly transfer or copy data between the contact manager and your CRM