How Well Do You Keep Track of Client Information?

It's easy to keep track of calls, visitors and sales activity with Contact Boss

Whether it’s a visitor at reception, a caller, or a record of a contact you’ve made, Contact Boss’ CRM Database Manager offers a simple and straightforward way to track activity with clients. It’s an invaluable resource for ensuring that you’re keeping in touch without a complicated workflow.

Contact Boss is also powerful enough to send you immediate notifications to make life easy for administrative personnel - no need to leave the front desk or pick up the phone to alert you to a visitor or caller. Managing data on visitors and calls ensures that your interaction is professional and efficient - you will have all the contact details at your fingertips, allowing you to draw attention to previous conversations, or pull up relevant business or personal information.

With Contact Boss it is easy to record inbound calls and visits, and you will also find the system is ideal to document outbound sales activity. You will be able to bring up notes on previous discussions and immediately establish an excellent connection with potential customers. As well company administrators will be able to check activity logs providing an ability to assess overall company productivity.

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