Account & Contact Management

Account & Contact Management will help you build in-depth knowledge of every individual contacts in your accounts and track all the communications (email, phone, appointments, tasks) related to an account/contact.

Your contact list grows larger every day and so are the number of email addresses, phone numbers and other infomation about your contact. That means you'd do well to find the best tool for managing your contacts, before your contact list gets out of hand.

Communication Log

In the Communication logs you can enter detailed notes about a contact, like phone calls, emails, follow-up notes and much more. The communication log is stamped with the date, time and author information.

Features of Account & Contact Management

• 360 degree view - You review all emails, tasks, appointments, attachments and history (audit trial) for any contact or company in one window.
• User security - Administrator can set access for users or usergroups, that will restrict their view of contacts and accounts.
• Reports - Administrator or user can create reports to manage the contacts.
• Custom Fields - No two business function the same way, so as user of the Nethzah CRM you can,
  • Add custom fields to accounts and contacts to meet your specific business needs.
  • Manage all the information about the accounts and contacts from one central location.
  • Easily add, edit and update, contact and account records, through one view.
  • Create a contact while creating an account/company with the click of a button.