Contact Manager

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Contact Manager

The success of any business to a great extent depends on a well-organized contact information, making the data available for ready reference. Contact management therefore enhances the relationship between customer and sales life-cycle for the purpose of business growth.


Manage Contacts and Address Book

  • Track all contacts and related sales opportunities, sales activities, and other details from a common repository
  • Manage hierarchy of contacts within your customer company to have a better coordination while dealing with customers
  • Import sales contacts from external sources and other business applications
  • Set up contact assignment rules to automatically assign contacts to the sales force in your organization
  • Synchronize contacts between AquaCRM and Microsoft® Outlook® using the AquaCRM Plug-in for Microsoft Outlook
  • Create Mail Merge documents using the AquaCRM Plug-in for Miscrosoft Office

What are contacts?

Contacts normally mean persons with whom a communication is established for the purpose of building a relationship or a business opportunity. In a B2C scenario, contact is the direct point of business – the customer; where as in a B2B scenario, contact is the reference point within an organization – business opportunity.

What is contact management?

Contact management means a well organized contact data, viz. communication with clients, meetings, calls, email, as well as interactions through websites. AquaCRM’s contact management stores all these important information, letting you retrieve it quickly and easily. Contact manager modules can help you in the process of acquiring customers as well as procuring products from various vendors. In this sense, contacts can be associated to accounts as well as vendors for a business.

Online Contact Manager

Contact Manager – Follow up Contacts

Regular communication with clients through frequent meetings, calls, e-mails, interactions through websites, etc. provides up-to-date information on company prospects, sales pipelines, internal associations, and other data-enabling an effective contact management system.

How do I gain from AquaCRM’s Contact Manager?

While contact management plays such a vital role in your organization’s success, it becomes necessary that you thrust a deeper relationship with customers by understand them. AquaCRM’s contact manager enables you to integrate the customer data management process with an effective customer experience.

Your Benefits

  • Track all contacts and related opportunities, cases, activities, and other details from a common repository
  • Manage hierarchy of contacts within your customer company to have a better coordination while dealing with customers
  • Import contacts from third-party business applications using Import WizardWeb Forms or AquaCRM API
  • Set up contact assignment rules to automatically assign contacts to the sales force in your organization
  • Customize contact management system as per your business needs using the drag and drop customization wizards
  • Integrate POP enabled email (Gmail, Hotmail, Yahoo! etc.) with contacts using the AquaMail Add-on for CRM
  • Synchronize contacts, tasks and calendar between AquaCRM and Outlook using the AquaCRM Plug-in for Microsoft Outlook
  • Create mail merge documents and mailing labels with up-to-date contact information using the AquaCRM Plug-in for Microsoft Office