CRM

Customer Relationship Management (CRM) allows you to manage your contact database in a quick and easy way. Customize this feature according to your needs.


DATA IMPORT

Add contacts and their details to the system.

Preparing files for import
Importing contact details
Importing company details to CRM
Importing and assigning your own discount coupons

CONTACT INFORMATION

Learn more about information you can find on a contact card. Use them to increase sales and manage your database effectively.

Displaying a contact list
Contact card
Contact state
Contact status options
Recognizing incorrect/inactive email addresses
Fake/nonexistent email addresses
Notes assigned to a contact
Transaction data in the „details” field on a contact card
Deleting contacts from the database
Basic contact scoring

CONTACTS DATABASE ANALYTICS

Keep track of contact activity on your website.

CRM – main dashboard
Real time monitoring
Assigning and using tags

ADMINISTRATION

With a potentially unlimited number of users, marketing and sales teams will be able to cooperate more effectively.

Creating and managing user accounts
Sharing data between accounts
Assigning user tasks to contacts

DATA EXPORT

Collect information about your contacts and export them to a file. Use it to write reliable reports.

Exporting contacts
Export data
Contact export for a selected user
Export external events
Exporting reports from mailing campaigns:

 

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