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Office24by7 Contact Management

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

Centralize and Effectively Manage Contacts

Record contact details and track their interactions with your business.

Centerlize your Company's Address Book using Contact management software.

Centralized Address Book

Store all company contacts centrally and build a corporate asset with contact management software. 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, Linked In, Twitter and Instagram, and sync all customer data from paid social programs. Connect to third-party websites via API integrations and sync prospects data with the web-based contact management software.

web based contact management software for automatic capture of the contacts.
Sort contacts based on any field using top contact management software.

Search and Sort

Filter contacts based on standard fields by enabling top contact management software. 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. Call center management software 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.

Connect with your contacts with call center management software instantly.
Segment your contacts with software for managing contacts.

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. Software for managing contacts filter contacts based on source, groups, standard fields, companies, or activities, and build segmented lists.

Bulk Campaigns

The best contact management software 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.

best contact management software for Bulk Campaings.
Set reminders to communicate with any of your contacts

Calendar, Reminders, and Tasks

Create new activities, set reminders, and view past tasks. The contact management system maintains 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 by adopting contact management solutions.

Get 360 - Degree of your contact updates by Contact management solutions.
Best personal contact management software for quick Document Management.

Document Management

Best personal contact management software 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.

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Reassign

Reassign contacts to another user with contact management software.

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Contact Lists

Add contacts to new or existing lists by enabling contact management CRM.

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Duplicate Filter

Software for managing software checks for duplicates in selected contacts.

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Click-to-Actions

Call center management software performs several quick actions to take on contact.

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SMS, Email, and Voice Campaigns

With customer management software run bulk SMS, email, or voice campaigns on selected contacts.

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List Views

See contacts, companies, sources, groups, or contact lists with the personal crm system.

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Upload, Download, Add Contacts

Contact management system upload contacts in bulk with .csv, .xls, and .xlsx files. Or download contacts. Or add one at a time.

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Export Contacts

Select contacts to export to .csv, .xls, or .xlsx file. Software for managing contacts edit, send or import them to another platform.

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Standard and Custom Fields

Contact management software has standard fields to store multiple contact details such as name, company, role, work email, phone, etc.

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Link Contacts to Companies

Get suggestions when entering company name to select the existing company in a database with customer management software.

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Reports

Personal contact management software accesses campaign-related status reports.

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Search

Search contacts based on any standard contact field value with call center management software.

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List View Settings

Select what contact fields to display in list view by allowing the best personal crm software.

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Advanced Search

Best contact management software provides an advanced search option to search for contacts.

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Geo Filtering

Part of advanced search to find contacts in a geographical location with contact management solutions.Part of advanced search to find contacts in a geographical location.

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Quick Filters

See all contacts or your own. See contacts modified or created by you with the best personal contact management software.

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Reminders

Customer management software enables to see all reminders within a time period. Search within the resulting list of reminders.

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Notifications

System-generated notifications of all contact-related updates and activities with the software for managing contacts.

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Notes

Add comments to contacts with personal contact management software.

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Access Roles

The top management software has predefined user access roles with reading, write, delete and edit options.

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Teams

Set your working teams based on company departments or working segments and assign by adopting contact management CRM.

Use Case Scenarios

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

For long ongoing sale process get best personal crm system.

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 by enabling the best personal CRM system.

Automate Marketing Messages using contact management software.

Startups

Automate marketing message and send them straight to customers’ phones. With contact management software add a high impact touch with personal spoken messages from celebrities to encourage action from the target audience. Get closer to the audience with such calls from celebrities and idols.

Feedback and Support using personal contact management software.

Feedback and Support

Conduct one-to-one post-call surveys of customers and get feedback on support or sales agents with personal contact management software. 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.

Help Customer manage their account using call center management software

Transition to CRM

Send account alerts to help customers manage their accounts. Call center management software 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.

FAQs

Contact management means storing the details of leads, customers, prospects, organizing, and tracking the information related to them.

  1. Better customer relationship
  2. Deeper insights about customers
  3. Improved data management
  4. Cost effective
  5. Better alignment and collaboration

  1. Contact creation
  2. Import/Export
  3. Database
  4. Unified view of customer
  5. Data Analysis
  6. Reports

  1. Backup the data
  2. Pause any integrations
  3. Remove duplicates
  4. Delete any outdated data

Contact management can be used to have a proper organized pattern for all the contacts.

This is an easy process. A CRM like Office24by7 already has everything that you need, you just have to upload the contact details and you are good to go.

Customer contact management system is helpful in having organized data related to the customers. It helps in proper viewing of the contact list and to understand about the contacts.

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4th Floor, D-5, Win-Win Towers,
JNTU-Hitech City Main Road,
Behind Indian Oil Petrol Bunk, Madhapur, Hyderabad - 500081

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