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Contact Management Software
The ClickHQ Small Business contact management software allows any business to find, organise and manage large numbers of contacts in a simple to use contact management software system that can be accessed in the office, at home or on the move via any web browser.
- Quick Search
- Can handle 1,000,000 plus contacts
- Organise into Folders, Organisations and Individuals
- Advanced Contact Search
Each contact has a profile page in the contact management software system which gives "one click access" to every touch point that your company has had with that contact including:
- Phone Calls, Emails, Written Communications
- Scheduled Communications
- Historic and Future Meetings
- Files – Proposals, Quotes, Contracts, Images etc...
- Email Marketing Campaigns
- Pipeline Opportunities and Closed Sales
- Status of Orders in Delivery Process
- Special Tariffs or Pricing
- Invoices and Payments Received
Contact Mapping
The architecture of the ClickHQ Small Business contact management software system has been designed to be as flexible as possible so that organisations or groups of contacts can be accurately mapped in a way that reflects how you deal with them.
Contacts can be defined as Folders, Organisations or Individuals and organised into:
- Regions, Countries, Continents
- Offices
- Departments
- Reporting Lines
- Workgroups
- Billing Points
- Etc...
A contact can only exist once in the contact management software system but you can create shortcuts to associate a group of contacts with a folder or organisation. For example if you are hosting a seminar you can create a folder called Seminar and add a simple shortcut to all the contacts that you have invited thus creating a folder of all invitees for easy reference.
