Import spreadsheets, create website sign-up forms, or enter information manually. Then record details of conversations, meetings, responses to mailshots, purchases.
Use ready-made templates for instant marketing mailshots; or create forms to place on your website to gather email addresses, find out readers’ opinions or preferences, or conduct a full-blown survey.
Group your contacts imaginatively, and create dynamic groups (which are added to automatically - for instance, when a website sign-up form is completed).
Assess and rate your contacts in terms of sales potential, and create sales ‘pipelines’. Allocate star ratings (so no ‘call to action’ can be missed), and you can respond quickly to events.
Ensure that appropriate staff can access and administer selected sections, and specify who can have permission only to see but not edit certain information.