Contacts module contains individuals with whom your organization has an established relationship. Contact records are typically linked to an account record, and multiple contacts may be associated with a single account. Each Contact record may link to other system records such as meetings, cases, opportunities, and many others, making the contact record a hub for viewing and communicating with the individual.

 

Major Features

Maintain real-time Contact records

Create new Contacts using data cloning

View changelog of each Contact for historical reference

Other Features Highlight

Manage Contacts for each Account and share contact details within your Sales teams

Create Contacts from Vcards and export Contacts to Vcards

Create customized Mass Email distribution list using stored CRM Contacts