Maintain contacts with contact management software
The basis for good customer relationship management is the maintenance of your customers’ contact data. With contact management software, you can manage your company contacts easily and intuitively in one central location. As contact management takes place online, you and your employees can access it at any time and from anywhere. The data is protected against loss and unwanted access by third parties.
Advantages of the online team calendar tool
All contact information
You can enter all relevant information about a contact in projectfacts. A large number of fields are available for this purpose: From address data and salutations to preferred payment methods. With our contact management software, you won’t miss any important information.
Anywhere & anytime
In projectfacts, you can manage your contacts online and enjoy many advantages: Your entire team has access to contact management. Data can be viewed and changed anytime and anywhere. Our software saves you duplicate maintenance work and cumbersome file folders.
100 % safe
We store your data securely and in compliance with the GDPR. Also on your own servers if you wish. In this way, you are doubly protected: you protect yourself against unwanted data loss and prevent access by third parties. This is what modern contact management looks like.
MANAGE CONTACTS
Online contact management – your digital business cards
You used to collect your contacts’ business cards on your desk. You always had the most important ones with you. In your wallet or in the car. Now you can do without them. Your business cards are stored online in projectfacts. You can filter or group your contact list according to various criteria. This gives you a better overview than on your desk.
You can make additions and changes to your data at any time. All the fields that are important to you are available. And if something is actually missing, you can create as many of your own fields as you like. In this way, you can collect a wide range of information in one central location:
- Postal addresses
- Mail & Phone
- Letter salutations
- Customer numbers
- Key Account Manager
- Contract information
- Account details
- Payment methods
- and much more.
You can call your contacts directly from projectfacts via a VoIP telephone interface. Mails, quotations and invoices can also be created with a single click and are automatically pre-filled with the correct contact details.
All contact processes at a glance
projectfacts offers you more than just online contact management. It is an integrated solution for many of your business processes. This enables you to process and document all your customer processes in the software.
All relevant processes are automatically stored in the digital customer file. You can access them there at any time and see at a glance …
- Offers,
- Invoices,
- Projects,
- Tickets,
- Dates
- and much more.
Full flexibility – synchronize contact data
You should have full flexibility when accessing your contact data. You can access online contact management from anywhere. All you need is Internet access.
However, you often also have important contacts stored on your smartphone or in your Outlook. Why not simply merge these contacts? projectfacts offers you the option of synchronizing your contact data with Outlook or your smartphone. For you, this means no more endless searching for the right contact data. Your contacts are now in one system.
Hierarchical organizations and special contacts
Are you aware of the following circumstances?
One customer company is a subsidiary of another, which means that half of the data is held by the parent company and the other half by the subsidiary organization.
The central contact person at a customer company changes companies. However, her contact details are still incorrectly stored in many places.
You are in regular contact with a company’s data protection officer. You would like to make this person explicitly known to employees in order to avoid frequent inquiries.
Our online contact management system can help. With projectfacts, you can structure organizations hierarchically and mark specific contact persons individually.
Company hierarchies
In projectfacts, you can easily identify company hierarchies and subsidiaries. Subsidiaries then automatically adopt all relevant data from the parent organization. Of course, you can make changes at any time.
Changing contact persons
Your main contact at customer X changes companies? No problem. In projectfacts, all documents such as quotations, orders and invoices remain with the organization. You will continue to find personal communication with the relevant contact.
Special
contacts
In online contact management, you can define any number of special contacts – e.g. data protection officers or QM managers. This allows you to search your database by function and always have the right contact person directly to hand.
Prospects, customers and suppliers in one system
Use the advantages of contact management software not only for customers, but also for interested parties and suppliers. This way you have all your company contacts bundled in one software.
You can filter for suitable suppliers at any time if you are looking for a provider for a specific service. A practical search function makes your life easier when looking for a specific company. Or you can display all current interested parties and get an overview of the acquisition work in sales.
Test your next online team calendar – quick & easy with projectfacts
Contact management at a glance
Direct customer contact
Quotes, invoices, projects, tickets, appointments and more.
Online contact management
Digital customer file with all information and processes
Customized
Manage price lists, contracts and SLAs
Synchronization of all contact data
In real time and mobile
Still have questions? We have the right answer!
Give us a call, send us an e-mail or take a look at our FAQ section! We will be happy to answer your questions!
