Seven years of experience has given us the ability to derive a formula for the best online sales contact management software and the most flexible client card capabilities. You are able to add as many fields and numbers and as much text as you need. Create your own lead statuses and sources to easily filter leads.
Leave important client information as a note in the client card and establish a perfect relationship with leads by not missing any details.
Connect the system to your email and track email communication. Make calls from the client card and save phone conversation recordings with Voiptime contact relationship management software.
Try our contact center workforce management software calendar to set meetings and callbacks. Ensure follow-ups by setting reminder notifications that will be displayed in the system and sent to your email.
To set a callback, just click the ‘Add Task’ button on the client card and choose the right date and time. Edit and delete existing tasks: change time, day, duration, and contact phone in the calendar. Contact list management software enables you to contact leads according the schedule and never miss a sales opportunity.
Add an IP-based replacement to phone lines (SIP-number) and call your leads directly through business contact resource management software. Enjoy great connection quality at agreeable prices. Call users directly from the card by activating and clicking the appropriate number, through the notifications on the right-hand side of the screen, or by entering the number in the soft phone. Press digits required to get through client's IVR.
Save a recording of the conversation in the client card and assign it a status depending on the call’s result. Check the recording later in the call history tab.
Add other users to the LMS. Our web-based contact management software for small businesses is perfect for teams. After creating a company, the account manager can add staff members to the system. Staff members will receive an email notification with their login and password information.
Set different access rights to different team members. Assign groups and leads to sales representatives. Pass contacts from one employee to another in the event of vacations or staff changes with a few clicks.