Contacts

At its simplest OutreachCRM is a sophisticated address book. Notes can be added to contact files, recording communication interactions. These contacts and notes, in fact anything you input, can be quickly searched and grouped together. Contacts are categorised and linked across many different attributes, creating communities of relationships between your contacts.

Notes

Track contacts and their complete history with unlimited notes. Contact notes you record today automatically create a complete history of your communication and contact interactions. These are accessible just as easily when the same person calls you in 6, 12, even 24 months time.

Use notes to track client history, contacts made, office activity, actions made.

• Schedule follow-ups & attach multiple documents.
• Automatic date-stamped and author signed entries.
• Sort and search on all note attributes: date created, author, reference, priority, time spent, and more.

Messages

OutreachCRM gives direction to your communications by enabling you to specifically target special interest category groups.

With customised email message templates to reflect your company's look and feel, you are ensuring a consistent and professional portrayal of your business, every time. Message templates are the perfect way to maintain your corporate image, they look good and are easily recognised.

Don't Be Shy