CRM by Contacts By Company
macOS / Productivité
Collaborate with other Users via Shared Projects
Four Tabs Create Powerful, Yet Easy to Follow Organization
PROJECTS TAB
Create New Projects
Add contacts to Projects (People or Companies)
Choose Project Status (Open - Won - Lost)
Choose Project Phase (Concept, Planning, Design, Prototypes, Samples, Quote, Order Received, Delivery, Construction)
Attach Project Documents
Attach Project Photos
Add Project Tasks (Integrates with Apple Notifications)
Add Project Events (Integrates with Apple Notifications)
Add Ongoing Project Notes
Add Multiple Products (Quantity, Unit Price, Product I.D., Description)
Send Text or Email to ALL Project Contacts with 1 Click
COMPANIES TAB
Add Contacts to a Company
Arrange Contacts in ANY order
View Projects connected to this company
Add New Project
Add Events (Integrates with Apple Notifications)
Add Tasks (Integrates with Apple Notifications)
Add Ongoing Call Logs
Send Texts or Email to ALL contacts at this company w/ 1 click
Share all contacts at this company with 1 click
PEOPLE TAB
See Project that this contact has been linked to
Add Events (Integrates with Apple Notifications)
Add Tasks (Integrates with Apple Notifications)
Add Ongoing Call Logs
GROUPS TAB
Add Groups from desktop or mobile versions
Arrange Groups in ANY Order
Organize Groups by using movable blue divider bars
Send Text or Emails to all contacts in Group w/ 1 touch
GOALS SCREEN
Set up Goals for the year by month (automatically creates quarterly and annual goals)
ACTIVITY & PIPELINE SCREEN
Can be viewed by Month, Quarter or Annual YTD
Tracks Number of Projects Won or Lost
Tracks Sales vs Goals
Shows Pipeline of ALL open Projects and value
Designed from the salesperson's point of view.
Finally a CRM that is BOTH Powerful and ... actually Easy to Use
Quoi de neuf dans la dernière version ?
Added ability to sort projects by name, date and status.
Minor bug fixes and improvements.
