Account & Contact Management
Accounts and Contacts
Make Contact, Build Relationships, Measure Results
Capture, track, manage and share vital customer information with the people and departments that need it to efficiently do their jobs, including account and contact details, pending and completed activities, notes, e-mail, history and more. A single unified database ensures information is immediately available without having to move from system to system and the data is accessible 24/7 from any device; PC, Mac, Tablet or Smartphone.
A powerful customizable solution: Add custom fields, create customer views, generate customer reports, build saved searches. No programing required.
Centralize data storage
360 degree view of account and contact information on one screen, no scrolling or flipping from page to page
Access to your data anytime and anywhere
From your PC, Apple Mac or Mobile device
Unlimited custom fields
Capture relevant information about prospects and customers
Easily import data from disparate systems
Get going immediately, no retyping of data
Multi-Level security permissions
Secure who can see what data by individual or job function
Synchronize your calendar & schedule
Keep your schedule updated in Commence and Outlook from either system
Benefits:
Only Commence CRM offers the ability to manage complete account and contact information on a single screen. There is no scrolling up and down or flipping from page to page like there is in other CRM systems. One central database stores notes, history, e-mails, activity, service tickets, projects, opportunities, quotes, and documents.
