Contact Management

Organize Contacts & use contact information for varied purpose  

Simple & Quick addition & Update of contacts.

Unique Contact ID that can be used during contact interaction.

Record of birthdays & anniversary dates, alerts on due Greetings.

Attach documents like agreements, price list, vendor/customer information, customer specific drawing etc.

Pick up of address for letter drafting.

Pick up of addresses for mail merge . Also Prints Labels/Envelops for Merged contacts.

Pick Up email ID for email merge

Attach correspondence & documents, Retrieve quickly.

Print Labels / Envelops for the selected contacts and of the desired quantity for each contact.

Dial number automatically if modem is attached.

Electronic Telephone Diary.

Physical File Index, Print whenever you want.

Creates list of specific contacts in excel, useful for extended tours.
 

Profiling of Contacts

Facilitate defining of contact type for each contact like Customers, Suppliers, Friends, and Business Associates & Relatives etc.

Retrieve contacts on the basis of contact type & helps perform specific tasks upon them.

 

Multiple Categorization of  Contacts

Assign multiple categories, Retrieve back on the basis of these categories & helps perform multiple tasks on the filtered contacts.


Labels & Envelop Printing

Print Mailing labels with predefined size for the selected contacts and desired quantity for each selected contact group.

Mailing Labels Preparation in MS Word by automating database connection, You can choose size of labels and fonts & font color and also define your own size too.

Print Labels or Envelops for mail merge contacts at one go.

Print labels or envelops for all correspondence of the day at one go.

 

Powerful Search

Instant retrieval by Contact ID.

Quick Filter with beginning characters of values of contact information filed.

Text Search on values of contact information filed.

Retrieve list of all contacts based on the value of any information fields*.

Further Nested Filter on filtered contacts to resolve your complex queries.

Dual / Triple Search facility by Look for on queried contacts.

Creation of Group of Contacts for Campaigns

Create Group of contacts

Simplify mail/email  merge with Microsoft Word

Record every group communication

Phone call campaign and tracking status and remarks for each call

Export list of contact in a Group to Microsoft Excel.

Repeat communication to an existing group of contacts

Group communications to selected group

Print Labels & Envelops for mail merge activity

Import Contacts with check for duplication

Import contacts from excel spreadsheets & dbf files by mapping of fields

Pre-mapped & Simplified import of contacts from Microsoft Outlook contacts

Export of Contacts

Export contacts in excel spreadsheet and dbf format too.