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Features To look For In Contact Management Software

There are a few features you should look for, If you're looking to purchase a contact management system. They include:

Integration: You must be able to combine contact records with an existing system, whether it is a word processor or an email client. This way you can greet customers by name instead of sounding generic. To know more information regarding online contact management software, you can visit

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Direct Fax: The customer relationship management system should have the option to send email or fax directly from the system.

Seamless logging: The client database system should allow you to seamlessly record information from web pages or other online sources. When a customer subscribes to a newsletter or similar service, the sales database must collect this information.

Appointment Scheduling: The Customer Relationship Management Solution must be able to schedule appointments directly from the sales database, and the sales representatives should also be able to email the contacts needed for upcoming appointments. 

You can also import external contacts from external sources such as broker lists. You should also be able to customize the screen however you like.

Automatic selection: Many modern contact management systems offer the option to select contacts automatically from recorded records. Usually the system generates a list of scheduled meetings every week, and the CRM software should be able to dial the numbers on the list.

Export information: The CRM system should be able to export all contact information according to the traditional industry format such as comma separated values etc.