Contact Management
Track Leads from start to finish – and at every stage between – with Open CRM‘s complete sales management features.
Access it all
Quickly see any of your Contacts’ related Companies, Activities, Opportunities, Projects, financial transactions, customer service Tickets and any other record on the system. So you can respond in the best way, because you have the information you could need right at your fingertips.
Customise and automate
Include Contact data within the Emails and Documents you create in Open CRM. This makes it easy for your users to send customised, personal messages.
Ensure all your communication is on-brand and on-message with our Email and Document templates. Similarly, you can set up automated email plans so your communications go out just at the right time in the customer journey.
See the bigger picture
Allow group members to share records and assign the right team members to help manage the progress of a relationship. Assign permissions across all record types to implement any custom security policies.
Customise and add new fields to your system. Change what people see based on their role within the business. In other words, the system will display only those pieces of information that are relevant to their job.
Manage your lists
Import Contacts from a variety of different sources to help with the marketing process, such as lists from an expo or event. Define these lists yourself, making sure they fit with your management strategy.
Data is key to Contact management
Track key sales data, financial transactions, customer service incidents, and more.
Set which bits of information HAVE to be filled in on each screen. This makes sure you always have the information you need when you need it.
Manage your relationships
Define the hierarchical relationships between Companies in an easy-to-navigate tree view. This shows you the relationship between a Head Office and the related Branch or Sister Companies. Then you can drill down to see the relevant information for each.
All in one place
Keep all of your Contact and Company information in one place, making it easy to find what you need, when you need it. This keeps your relationship with these people right at the heart of your business.
