Contact Management

iCRM makes managing your contact information more efficient, allowing information entering, filtering, sorting, and more.

Stored information is categorized by using special drop-down lists. iCRM is designed to easily allow changes to its filter list options, which makes it easy to customize iCRM to the specific needs of your business.

With Contact titles, for example, you can easily identify a contact’s particular position within a company, such as president, director, or manager. This list is customizable to your needs and easy to change. Instead of business titles, for example, you could change it to gender-related values, such as Mr. or Ms.

Contact forms have Comment and History fields. A note put into the Comment field after you click “Apply” is transferred to the History field.

Each contact form also provides a complete history of a particular client’s orders.

iCRM Professional has several extended contact management features.

GUI features, such as advanced suggestion lists, search condition, and smart sorting, provide robust and easy contact management.

Several other CRM contact management features are also available, such as Mailing lists and Relationship Management.

To improve application efficiency and save time, all new subordinated CRM system objects, such as Orders, Relationships, and Events, are created directly from the contact forms.

You can add several hidden and open files for each of your contacts. Hidden files are only accessible to those who have administrative privileges and may contain some private information. Non-hidden files are accessible by salespeople and are usually intended for less important information.

What iCRM Users Are Saying…

Super! Great service! Great doing business.

Niko, Netherlands