Three Important Features of CRM Software

Contact Management software should be at the top of any successful company’s list of tools that significantly improve and streamline the way business is done. Yet few companies are adequately informed about the top features that make these systems so valuable to today’s business world.

The following is a brief disclosure of the best contact management software system features and a short description of what makes each so essential and unique.

1. Email-to-Contacts Links

Part of almost every contact management system basic package these days, email-to-contacts links is a foundational feature worth seeking out. It works by specifically and automatically connecting every email ever received or sent through the system to contact names and information. This means that every click on a contact name returns not just the name, phone number and addresses of your most important clients and customers, but also a complete email history as well. This handy feature is extremely important for keeping customer relations personal, up-to-date and well-organized.

2.  Document Management with Version Control

One of the best things about document management integrated directly into a contact management software system is that it allows for joint editing, but one of the major drawbacks is that it can potentially complicate the creative process by leaving behind confusing multiple versions. When selecting software systems with is feature, be sure to ensure that version control is included. Version control will ensure that documents stay clear and concise throughout editing without the need to create new versions each time a change is made – whether there are 2 editors or 10.

3. Project Management for Collaborators

Collaboration is key in today’s business world. Those whose department are organized to promote as much teamwork as possible are usually the companies that tend to outshine the competition. That said, many companies are looking for software that facilitates collaboration in unique and exciting ways. Contact management software with project management is not necessarily a new arrival on the market, but systems that include project management add-ons specifically geared toward collaboration take things above and beyond the basics.  Before selecting this feature, make sure that it’s enhanced or at least customizable for quality collaboration tailored to your specific business needs.

For a contact management system with all the best features noted here and much more, consider Carmelvision’s Infoflo – a versatile, yet easy-to-use and affordable software system with everything you need to manage company contacts and beyond.