Effortlessly connect with the right person in your customers business.
Clear contact directory
With Contacts Management you can easily access a comprehensive list of contact persons within each customer profile, allowing you to quickly find and connect with the right contacts for seamless communication.
Contacts management details at your fingertips
Within a customer, see a full list of contacts together with their email addresses and phone numbers for efficient communication. Stay connected and reach out effortlessly with our convenient contact directory.
One click to email / dial
Contacts Management can streamline your communication process with our platform’s convenient one-click functionality. Easily send emails or initiate phone calls by simply clicking on the contact details. Save time and stay connected effortlessly.
Instant Setup. No credit card required.
OUR GOAL
Get things done effortlessly and efficiently, making progress one click at a time.
How we helped
Explore the positive impact of CRMit from our glowing customers
Tiffin Group
Tiffin Group operate a chain of cafes & restaurants situated across the South West.
Problem
Previously, our customer data was scattered across different platforms such as Excel, emails, and notes, making it challenging to locate and analyze how our customers engaged with us and their spending patterns.
Outcome
Following the transition to CRM, we established a centralised repository for customer data and contact information, simplifying the process of updating these details for our team. Additionally, we successfully integrated a loyalty program that enabled venues to effortlessly track customer spending and accumulate loyalty points.
Instant Setup. No credit card required.
