Contact Management in 360 Degrees
Don't Lose Contact!
360 Degree Contact Management in One Solution
With CloudOffix Contact Management System, create and manage a unified database of contacts with whom you work. CloudOffix offers a 360 degree view around contacts, which means the user has access to all necessary information through a single screen.
Contact Management involves the storing of contact details and the ability to track their interactions with a certain business. Although it is an integral part of CRM’s, Contact Management can either be used as part of a CRM, or can be used as a standalone tool.
Contact management databases manage two different types of categories – People and Companies. Contact Management tools have all the sufficient capabilities to store and manage your contacts in a single database, including all contact details, communication history, activities, and calendars. They do not however, possess any more functional capabilities beyond customer data tracking.
Create
Create contacts either manually or automatically capture, create and manage.
View
360 degree view of your contacts through the entire customer journey
Import / Export
Import and export contact as as either .CSV or .XLS files and begin using
Data Analysis
Set tags on your contact cards and use these later to distinguish contacts in terms of industry, location, or an attribute of your choice.
Reporting
Get accurate, real-time reporting at your fingertips
Customer Service
Review the customer journey within your business, identify struggle areas, and improve.
Mass Mailing
Reach all your targeted contacts at once. Use mass mailing feature to reach more contacts at once.
Tracking and History
Track to see whether the emails you have sent have been received, opened, and even if links have been clicked
Internal Contacts
Whether internal or external, contacts are valuable. Use HR cloud to keep your internal contacts happy and thriving.
Create
Create contacts manually by filling out a contact card. If you also have a CRM natively integrated, create contacts automatically. CloudOffix has Contact management as part of its CRM, which means users can automate their contact management features
View
View every aspect of interaction with your contacts, through the 360 degree view offered by CloudOffix. View the entire customer journey from first point of contact through to sales deals and even aftersales support
.jpg "CloudOffix-Contact Management-View Contacts")
Import / Export
Easily Import or export your contacts as CSV or Excel files. It has never been easier to migrate to a new contact manager software. All you have to do is import your contacts into your new contact manager software and begin using it
 "CloudOffix-Contact Management-Import Export")
Data Analysis
Set tags based on the demographic or behavioural attributes of your contacts such as location, job title, industry. Use these tags to view the contacts with the desired attributes
Reports
Get accurate real-time reporting at your fingertips. Your reports can be put together for you in many different forms such as Gant, Bar, line, etc whenever you need. Import and export data as you please.
Customer Service
Contact Management allows businesses to improve their customer service levels. View the entire customer journey within your business in a single view and work on improving the customer experience you offer for your contacts. Create the best fit journey for your customers, so they keep you as their first preference
Mass Mailing
Engage with your contacts through CloudOffix CRM Mass mailing. Email your customers the content they are interested in with personalized templates. Then, track whether your email has been opened, or the link has been clicked, with notifications coming to you in real time
.jpg_adv_opt(1) "CloudOffix-Contact Management-Mass Mailing")
Tracking and History
Email your customers the content they are interested in with personalized templates. Then, track whether your email has been opened, or the link has been clicked, with notifications coming to you in real time.
Don’t let distances become hurdles. Schedule emails to be sent to different time zones. Stay connected with your customers no matter where they are
.jpg "CloudOffix-Contact Management-Tracking and History")
.jpg "CloudOffix-Contact Management-Internal Contacts")