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Office24by7 contact management software

The first step in driving customer experience and building customer relationships.

Centralize and Effectively Manage Contacts

Record contact details and track their interactions with state-of-the-art contact management tools.

Centerlize your Company's Address Book using Contact management software.

Centralized Address Book

Our software lets you store all company contacts centrally and build a corporate asset with contact management software. Store their phone numbers, email addresses, physical addresses, etc. Store sales as well as non-sales contacts – employees, vendors, etc. Share contacts among colleagues and teams while controlling privacy and access using the online contact management software. Retain contacts when staff move on. Build contacts manually or import them in bulk.

Automatic Capture

Capture contacts automatically from form submissions on websites, incoming emails, and calls on virtual numbers. Connect via plugins to Facebook, Linked In, Twitter, and Instagram, and sync all customer data from paid social programs into your lead management CRM. Connect to third-party websites via API integrations and sync prospects data with the web-based sales CRM.

web based contact management software for automatic capture of the contacts.
Sort contacts based on any field using top contact management software.

Search and Sort

Filter contacts based on standard fields by enabling contact management tools. Filter contacts data using various attributes like contacts, companies, activities, and notes. Further filter results with contact ownership. Better yet, find every piece of information that matches your search phrase. Sort contacts based on any field.

Multi-channel Communication

Get in touch with contacts instantly with options such as calling, texting, or emailing. With built-in calling, make calls to contacts without leaving the platform. Call center management software uses virtual phone numbers to make quick calls to contacts with no hassle. Besides making calls, the built-in phone allows you to send texts, access call logs, record calls, and get insights.

Connect with your contacts with call center management software instantly.
Segment your contacts with software for managing contacts.

Segmentation

Track the source of each contact, such as incoming inquiries from a promotion or advertisement, internal or external references, events and exhibitions, online surveys, website visits, etc. Categorize contacts into customers, prospects, competitors, vendors, etc., on your online contact management software. These tools filter contacts based on source, groups, standard fields, companies, or activities and build segmented lists.

Bulk Campaigns

The best contact management software performs bulk activities on multiple contacts simultaneously. Blast email, text message, or voice to many contacts together without wasting valuable time. Target multiple contacts or contact lists with email, SMS, and voice campaigns.

best contact management software for Bulk Campaings.
Set reminders to communicate with any of your contacts

Calendar, Reminders, and Tasks

Create new activities, set reminders, and view past tasks. The contact management system maintains comprehensive records to manage your tasks and time. See past and upcoming tasks to take necessary actions at the right time for your business. Forget no more to make an important phone call or send an email. Set reminders to communicate with any of your contacts.

360-Degree Contact View

Office24by7 is the best contact management provider, and here we offer you up-to-date insights into contacts. See a graphical timeline of complete interactions with the contact. Information includes notes, calls, emails, text messages, and voice messages. Get a 360-degree view of contact details and interaction history by adopting contact management solutions.

Get 360 - Degree of your contact updates by Contact management solutions.
Best personal contact management software for quick Document Management.

Document Management

Best personal contact management software stores important documents within each contact profile. Create and store documents -- contracts, proposals, and other files -- during the relationship with each customer or contact. Simply drag and drop files from the desktop or quickly click to upload them to the contact profile.

Office24by7 Communication Features

Our business contact management offers a complete feature to track incoming and outgoing calls.

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Reassign

Reassign contacts to another user with contact management software.

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Contact Lists

Add contacts to new or existing lists by enabling contact management CRM.

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Duplicate Filter

Our contact management tool lets you manage software checks for duplicates in selected contacts.

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Click-to-Actions

Call center management software performs several quick actions to take on contact.

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SMS, Email, and Voice Campaigns

With customer management software, run bulk SMS, email, or voice campaigns on selected contacts.

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List Views

See contacts, companies, sources, groups, or contact lists with the personal CRM system.

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Upload, Download, Add Contacts

The contact management system uploads contacts in bulk with .csv, .xls, and .xlsx files. Or download contacts. Or add one at a time.

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Export Contacts

Select contacts to export to .csv, .xls, or .xlsx files. Software for managing contacts, editing, sending, or importing them to another platform.

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Standard and Custom Fields

Contact management software has standard fields to store multiple contact details such as name, company, role, work email, phone, etc.

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Link Contacts to Companies

Get suggestions when entering the company name to select the existing company in a database with customer management software.

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Reports

Personal contact management software accesses campaign-related status reports.

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Search

Search contacts based on any standard contact field value with call center management software.

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List View Settings

Select what contact fields to display in the list view by allowing the best personal CRM software.

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Advanced Search

Best contact management software provides an advanced search option to search for contacts.

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Geo Filtering

Part of the advanced search is finding contacts with contact management solutions in a geographical location. Part of advanced search to find contacts in a geographical location.

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Quick Filters

See all contacts or your own. See contacts modified or created by you with the best personal contact management software.

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Reminders

Our contact management services will enable you to see all reminders within a period. Search within the resulting list of reminders.

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Notifications

System-generated notifications of all contact-related updates and activities with the software for managing contacts.

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Notes

Add comments to contacts with personal contact management software.

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Access Roles

The top management software has predefined user access roles with reading, writing, deleting, and editing options.

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Teams

Set your working teams based on company departments or working segments and assign them by adopting contact management CRM.

Use Case Scenarios

Contact management is transforming marketing, non-profit, and political campaigns.

For long ongoing sale process get best personal crm system.

Small Businesses

A CRM system is particularly useful for businesses with long or complex sales cycles requiring ongoing customer interaction, with scheduled follow-up dates and detailed communication records enabling the best personal CRM system.

Automate Marketing Messages using contact management software.

Startups

Automate marketing messages and send them straight to customers’ phones. Contact management software adds a high-impact touch with personal spoken messages from celebrities to encourage action from the target audience. Get closer to the audience with such calls from celebrities and idols.

Feedback and Support using personal contact management software.

Feedback and Support

Conduct one-to-one post-call surveys of customers and get feedback on support or sales agents with personal contact management software. Or blast broad-based surveys for consumer opinions and needs for new product definition. Simplify the feedback collection, surveys, and polls with a single-level IVR.

Help Customer manage their account using call center management software

Transition to CRM

Send account alerts to help customers manage their accounts. Call center management software sends frequently, ensuring that they have real-time information. Send security alerts to ensure they know log-in and account access information. Send card transaction alerts to identify fraudulent transactions.

FAQs

Contact management means storing the details of leads, customers, and prospects and organizing and tracking the information related to them.

  1. Better customer relationship
  2. Deeper insights about customers
  3. Improved data management
  4. Cost-effective
  5. Better alignment and collaboration

  1. Contact Creation
  2. Import/Export
  3. Database
  4. Unified view of customer
  5. Data Analysis
  6. Reports

  1. Backup the data
  2. Pause any integrations
  3. Remove duplicates
  4. Delete any outdated data

Contact management can be used to have a properly organized pattern for all the contacts.

This is an easy process. A CRM like Office24by7 already has everything you need; you just have to upload the contact details, and you are ready.

An online contact management system is a cloud-based system that helps organize data related to the customers. It helps view the contact list and understand them.

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