Contact Management | Contact Management Software

The first step in driving customer experience and building customer relationships.

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Centralize and Effectively Manage Contacts

Record contact details and track their interactions with your business.

Centralized Address Book

Store all company contacts centrally and build a corporate asset. Store their phone numbers, email addresses, physical addresses, etc. Store sales as well as non-sales contacts – employees, vendors, etc. Share contacts among colleagues and teams, while controlling privacy and access. Retain contacts when staff move on. Build contacts manually or import in bulk.

Automatic Capture

Capture contacts automatically from form submissions on websites, incoming emails, and calls on virtual numbers. Connect via plugins to Facebook, LinkedIn, Twitter and Instagram, and sync all customer data from paid social programs. Connect to third-party websites via API integrations and sync prospects data.

Search and Sort

Filter contacts based on standard fields. Filter contacts data using various attributes like contacts, companies, activities, and notes. Further filter results with contact ownership. Better yet, find every piece of information that matches your search phrase. Sort contacts based on any field.

Multi-channel Communication

Get in touch with contacts instantly with options such as calling, texting or emailing. With built-in calling, make calls to contacts without leaving the platform. Use virtual phone numbers to make quick calls to contacts with no hassle. Apart from making calls, the built-in phone allows you to send text, access call logs, record calls, and get call insights.

Segmentation

Track the source of each contact such as incoming inquiries from a promotion or advertisement, internal or external references, events and exhibitions, online surveys and website visits, etc. Categorize contacts into groups such as customers, prospects, competitors, vendors, etc. Filter contacts based on source, groups, standard fields, companies, or activities, and build segmented lists.

Bulk Campaigns

Perform bulk activities on multiple contacts at the same time. Blast email, text message, or voice to many contacts together without wasting valuable time. Target multiple contacts or contact lists with email, SMS, and voice campaigns.

Calendar, Reminders, and Tasks

Create new activities, set reminders, and view past tasks. Maintain comprehensive records to manage your tasks as well as time. See past and upcoming tasks to take necessary actions at the right time for your business. Forget no more to make an important phone call or send an email. Set reminders to communicate with any of your contacts.

360-Degree Contact View

Get up-to-date insights into contacts. See a graphical timeline of complete interactions with the contact. Information includes notes, calls, emails, text messages, and voice messages. Get a 360-degree view with contact details and interaction history.

Document Management

Store important documents within each contact profile. Create and store documents -- contracts, proposals, and other files -- during the course of relationship with each customer or contact. Simply drag and drop files from desktop or quickly click to upload them to the contact profile.

Office24by7 Communication Features

Complete feature set to track incoming calls and outgoing calls.

Reassign

Reassign contacts to another user.

Contact Lists

Add contacts to new or existing lists.

Duplicate Filter

Check for duplicates in selected contacts.

Click-to-Actions

Several quick actions to take on a contact.

SMS, Email, and Voice Campaigns

Run bulk SMS, email, or voice campaigns on selected contacts.

List Views

See contacts, companies, sources, groups, or contact lists.

Upload, Download, Add Contacts

Upload contacts in bulk with .csv, .xls, and .xlsx files. Or download contacts. Or add one at a time.

Export Contacts

Select contacts to export to .csv, .xls, or .xlsx file. Edit, send or import them to another platform

Standard and Custom Fields

Standard fields to store multiple contact details such as name, company, role, work email, phone, etc.

Link Contacts to Companies

Get suggestions when entering company name to select existing company in database.

Reports

Access campaign-related status reports.

Search

Search contacts based on any standard contact field value

List View Settings

Select what contact fields to display in list view.

Advanced Search

Advanced search option to search for contacts.

Geo Filtering

Part of advanced search to find contacts in a geographical location.

Quick Filters

See all contacts or your own. See contacts modified or created by you.

Reminders

See all reminders within a time period. Search within the resulting list of reminders.

Notifications

System generated notifications of all contact-related updates and activities.

Notes

Add comments to contacts.

Access Roles

Predefined user access roles with read, write, delete and edit options.

Teams

Set your working teams based on company departments or working segments and assign

Use Case Scenarios

Voice broadcasting is transforming marketing, non-profit, and political campaigns.

Small Businesses

A CRM system is particularly useful for businesses that have long or complex sales cycles requiring ongoing customer interaction, with scheduled follow-up dates and detailed communication records.

Startups

Automate marketing message and send it straight to customers’ phones. Add a high impact touch with personal spoken messages from celebrities to encourage action from target audience. Get closer to audience with such calls from celebrities and idols.

Feedback and Support

Conduct one-to-one post call surveys of customers and get feedback on support or sales agents. Or blast broad-based surveys for consumer opinions and needs for new product definition. Simplify the feedback collection, surveys, and polls with a single level IVR.

Transition to CRM

Send account alerts to help customers manage their accounts. Send frequently ensuring that they have real-time information. Send security alerts to ensure that they are aware of log-in and account access information. Send card transaction alerts to identify fraudulent transactions.

Our pricing plans

Get access to the best tools to streamline your communication, marketing, and sales created by Office24by7. Check out the pricing plans and get in touch!