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Company
Contact Management
Automatically sync and store contact information, such as emails, phone numbers and addresses, and even add notes, tags and custom fields to each contact.
Easily manage your company's contacts with an effective contact management system. Streamline communication with customers and vendors, maintain an up-to-date database of contact information, and quickly access any contact details when needed. Keep track of customer service inquiries, sales leads, and other communication with ease. Automatically sync with your existing customer relationship management software to ensure all data is up to date. Create custom contact fields to store any relevant information. Easily search and filter contacts by name, company, or any other custom field. Quickly export contact information as needed. Automatically back up contact data to ensure it is always secure. Utilize additional features like email templates and task management to further streamline communication.
Track customer interactions and communications to build strong customer relationships.
Monitor customer feedback and preferences to provide personalized customer service.
Utilize customer data to identify opportunities for new products and services.
Key Features of Contact Management
with Deskera ERP.
Automate Contact Data Entry
Quickly and easily capture contact details in the CRM, reducing manual data entry and freeing up time
Organize Contacts
Create custom contact fields, assign tags, and group contacts into lists to keep them organized
Secure Contact Data
Ensure contact information is kept secure and private with encryption and user-level access control
Monitor Contact Interactions
Track customer interactions over time, including emails, calls, and meetings
Generate Contact Reports
Generate reports based on contact data to gain insights into customer behavior
Analyze Contact Data
Visualize contact data in graphs and tables to gain a better understanding of customer relationships
Send Bulk Messages
Send automated messages to contacts in bulk with customizable templates
Schedule Follow-Ups
Set reminders for follow-up tasks related to contacts, such as calls and emails
Integrate with Other Systems
Connect the CRM to other systems such as email and marketing automation to streamline contact management
Automate Contact Tasks
Automate recurring contact tasks, such as sending out welcome emails or updating contact information
Deskera Contact Management
Products
Use Cases
, India 
, Singapore 
, and Canada 
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