Contact management

Project description

  • Storage and access to centralized contacts address book (security rules and rights can be defined)
  • Storage and access to the history of the business relation (e-mails, meetings, phone call, offers, invoices, supports, etc.)
  • Log file history (each time a modification is done, wherever in CRM, a record of the modification is written to a history log file)
  • Link several companies to a contact
  • Storage private and professional data
  • Archive contacts/companies and reactivate them later if needed
  • A contacts qualification tool allows you to query contacts based on search criteria
  • Import and export contacts on CSV file

user friendly, Hassle free HR & payroll software