CRM
Contact Relationship Management
ContactManager is a pragmatic client relationship management (CRM) system uniquely designed for the professional services market. Conceptualized in conjunction with the lawyers and marketing departments of top legal firms, ContactManager perfectly satisfies the needs of users in information and knowledge driven organizations.
Efficient client management is quickly recognized by users as all relevant enterprise data is accessible via ContactManager. The integration with financial practice management and document management systems streamlines CRM processes. ContactManager also integrates seamlessly with Microsoft Office applications, including the common Outlook email client, making it efficient for users to operate on a daily basis.
ContactManager is already appreciated by thousands of legal, marketing and secretarial professionals in large, medium and small organizations today. Developed independently, ContactManager is not reliant on additional vendors. As a result ContactManager predominantly evolves from the highly valued contribution of our customers.
Benefits
- Maintain a precise and efficient contact database, accessible enterprise wide, online, and in the field on mobile devices.
- Increase the opportunity for targeted client communications, and the success of dynamic promotions with a feature rich CRM that delivers relevant and reliable content.
- Leverage key client data to optimize services and lengthen client retention periods overall.
- Extend relationship life cycles and opportunities for business development by quickly terminating dead connections and identifying new prospects effectively.
- Developed independently, ContactManager is not reliant on additional vendors. As a result ContactManager predominantly evolves from the highly valued contribution of our customers.
Features
- Online connection with the Chamber of Commerce database and the world wide zip code database.
- Integrates with financial practice management systems (FPMS) such as Elite, Aderant, Fortuna, and Fidura.
- Integrates well with Microsoft SharePoint Server and Microsoft Office applications like Microsoft Word, Excel ad Outlook.
- Workflow software, conflict resolution and document management systems (DMS), as Autonomy iManage (Interwoven WorkSite), all integrate with ContactManager.
- Detailed (regional) settings and an embedded activity module which enables optimal relationship management.
- Wireless: BlackBerry, iPhone and Windows Mobile integration.
