Contacts

Whether you manage one relationship, or 1,000 - make each interaction meaningful with Vivaio CRM view of your contacts.

Contact Management module is one the core modules of Vivaio CRM. It is is included in every edition of  Vivaio CRM and it is integrated in almost all other modules.

Managing contacts properly, helps businesses win deals and retain customers for longer.

Here are some of the features of our Contacts Management Module:

  • Enter Contacts' profile picture and personal information (gender, marital status, education, interest, referral, designation etc...)
  • Enter Contacts' address information.
  • Enter Contacts' dependents' information (Spouse, children, sponsored employees, etc ...) and their vital documents' information.
  • Enter Contacts' social information (Facebook, Twitter, Linkedin etc ...)
  • Enter Contacts' financial and legal information (such as passport and visa information and expiry dates, vital documents etc ...)

  • Send SMS to single contacts with one click
  • Send predefined SMS messages to single contacts
  • Send direct email to single contacts by one click
  • Send predefined email templates to single contacts
  • Attach documents such as passport copy, and certificates to every contact record.
  • Search contacts by Keywords, Account Managers, Companies, Countries and much more.
  • Export contacts lists to PDF or Excel.

 

 

MODULES

  • Users Management
  • Companies & Contacts
  • Leads & Opportunities
  • Quotations & Sales Orders
  • Invoices & Purchase Orders
  • Contracts Management
  • Inventory & Warehouses
  • Tasks Management
  • SMS & Email Campaigns
  • Instant Notifications Suite
  • Communications Module
  • Detailed Activity Log
  • Tailored Reports

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