Contact History - quick and easy templates, corporate design, never forget information …

Templates with bookmarks

• correspondence
• customer complaint
• quote request
• presentation

(You can customize or create your own templates using bookmarks)

Predefined forms

• contact report
• notes
• entertainment report

(with click menues and free text to create the corresponding document)

Features

• send documents by email
• put documents on automatic recall
• print document reports
• Word, Excel, Powerpoint, PDF Dokumente available

1. Introduction
2. Management of appointments    & to dos
3. Management of contacts
4. Tender management
5. Search functionality
6. Workflow
7. Partner, agent, and project management
8. Key account management & potential analysis
9. Consignee/shipper management
10. Analysis of shipments
11. Email, Outlook and Lotus Notes interface
12. Reports and Statistics
13. Analyses, reports and customer classification
14. Campaign management
    & address revision
15. Data warehouse
    & call center
16. System settings & Admin-Tool
17. Interface operative system, financial system & telephony