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See information fast with easy to use & un-cluttered screens with CRM contact management software ComfortableContacts, for managable histories for contact events with customers, leads, prospects & more.
The ComfortableContacts CRM software logo.


ComfortableContacts is so easy to use and simple to navigate.
For example, if a potential new customer calls saying that they are interested in one of your products, you would: That's it! A new prospect will be permanently held on the system.
In future you will be able to come back to this prospect and add further events to the lead, and to view any events stored previously.
Over time this builds a complete history which displays every action taken between your company and the customer.

You will always be armed with the right information before you make that all important call.
ComfortableContacts sports a powerful built-in task manager.
The task manager allows you to create tasks for any user of the system. These Tasks can be created for a user to make a call, send a media pack, email a client, post a quote or an order (and practically any other task that you may wish to add to the system!).
The task manager allows you to:
  • Add, edit and delete tasks
  • Add a task subject line and detailed notes about the task
  • Flag tasks as completed
  • Configure the date and time by which the task should be completed by
  • Assign a task to any user of the system
  • Reject a task that you have been assigned and give a reason why it was rejected to the user who assigned it to you
  • Administrators can search for tasks on a given date range for a single user, or all users
  • Each user can view their assigned tasks and act accordingly
The task dialogue can also be set to trigger as soon as an applicable event has been saved to the system. E.g. If a sales person enters a sale on to the system, as soon as it is saved the task dialogue will appear and a task can be given to a user that takes care of physically sending out the goods.
Quickly assign tasks to any user of the CRM system. Logged in users keep being reminded to process the task!
See what is happenning within the system with "the audit trail"
The powerful audit feature is available to the system administrators of Comfortable Contacts CRM. Allowing a view on the usage of the software by viewing events that has been changed on the system.
ComfortableContacts allows system administrators to check the software is being used correctly.

The 'Audit' feature allows an administrator to view most changes that have been made to the information stored in the database by users of the system. Administrators can then see if any user is incorrectly adjusting the data, whether it has been changed in error or worse, deliberately.

Each time any user changes either prospect, lead, interest or event detail, their user name and changes made are recorded by the audit feature. An administrator will be able to see what detail originally existed and importantly, what the detail has been changed to.

The 'Audit' feature also boasts:
  • Search on 'single' user changes
  • Search on 'all' user changes
  • Search based on a given date range
  • Shows the date a change was made
  • Shows the actual database table and fields that were changed
  • The ability to jump straight in to the prospect record that is home to any suspect changes
 
 
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:
Additional resources:
ComfortableContacts CRM Software:
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