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Tel: +44(0)1458 271300
Fax: +44(0)1458 271301
Send to a friend
Site Map
Bookmark us
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Comfortable Contacts CRM management software - Features List
ComfortableContacts contains countless, powerful features. Please read below for highlights of the features and benefits contained within this package.
- Benefits:
- Easy to use (you don't need a computing degree!)
- Clear relationships
- Improves customer / lead organisation
- Stores all contact relationship information
- Stores all lead communications
- Can store all in-house communications
- Quickly navigate prospect history
- Prospect 'List' views
- Fast interest-to-lead assignment
- Standard and user configurable reports
- Report on selected prospect groups
- Built-in task manager
- Tasks can be:
- Viewed
- Dismissed for any period of time
- Rejected (with the ability to add a reason)
- Set as completed
- Assigned with notes
- Holds company and individual contact details
- Extra notes can be stored against contacts, leads and every event
- Multiple user functionality (requires additional purchase(s) if user access from separate machines)
- 3 types of user access the system: Administrator, Power User & Standard User
- Instant access to any point of a customers history
- Logical data structure
- All information is quickly accessible from the main screen
- Built-in audit log:
- Keep track of any changes to the system
- Search on 'single' user or 'all' user changes
- Search based on a given date range
- Logs the user who made the change and the date & time
- Shows the database table and fields changed
- Quick jump in to any prospect record that has changed
- Collapsible interest lists
- Simple yet powerful prospect search facilities
Powerful setup engine allows for:
- Set up unlimited users, each with one of three user types
- User Definable events:
- >
- Phone call (made or received)
- Sale
- Survey
- Email (sent or received)
- Fax (sent or received)
- Media sent
- Product sent etc.
- Add additional options to each event type, including notes
- Assign icons to event types for easy recognition (you even add your own icons to the system)
- Employees: set up your entire workforce including
- Individual skills
- Working times
- Areas covered
- Salaries etc.
- Define all of your company's interests (products and services that you sell)
- Lead Source:
- Local Paper advertising
- Website enquiry
- Referrals
- Editorial Response
- T.V. Advertising
- Mailshot Response
- Radio advertising etc..
- Prospect types:
- Commercial
- Trade
- Retail..
- Set task manager to launch after any event
- Custom report options
- & much, much more!
ComfortableContacts is ODBC enabled e.g. it can work with ODBC data sources or SQL ODBC data sources.
ComfortableContacts will run on a PC or laptop with the following operating systems only:
- Windows® 2000
- Windows® XP (Home & PRO)
- Windows® Vista (All versions) &
- Windows® 7 (All versions).
- A CD or DVD drive
- 50MB of free hard drive space
- 1 available USB port
Where to next?
To find out more please click the next button, for ComfortableContacts CRM system.
To purchase the software or to speak with our sales team you have the following options:
To find out more please click the next button, for ComfortableContacts CRM system.
To purchase the software or to speak with our sales team you have the following options:
- Call us on: 01458 271300
- Email us through our online form here
Additional resources:
- Conservatories & window / door Software price list
- Company contact & purchase information
- Download the current ComfortableContacts Free Trial
- The ComfortableSoftware.com FAQ - Free to use FAQ for all our products
- Click here if you are looking for Conservatory Software?
- Click here if you are looking for Windows & Doors sales Software?