Customer & Contacts Management

Nothing is more central to a business than managing its customers effectively. Our tools can provide you with a specifically designed system that will help you manage your customers.

Storing all relevant information about them centrally will allow you to fully understand each customer, and track historical contact with them. This will them allow you to make an informed decision on how best to move forward with them. Our tools are primarily based in Microsoft Excel, allowing you to use them without any new software or training.

This type of tool can also be used to track sales leads & contacts as well, providing you with instant call sheets listing priority leads and customers to follow up with. These reports can detail exactly the type of information you require. This can be historical contact and activity information, customer location, sector, and products, or simply the details of who has contacting them previously from your organisation.

The tool instantly allows you, and your staff, to focus on contacting your leads and customers, rather than understanding who to contact and what has been discussed with the lead previously.

Our tools can also be tailored to allow you to input new contacts instantly and provided dashboards of information and activity, on the basis your require.

Further this system can also be used to create tailored mailing lists to key clients, if you would like to detail contacts & leads by sector, size, or simply last known contact, you can then have a mailing list created to the relevant contacts in minutes.

Our tools can be tailored to any contacts group you need to manage, for example this may be your suppliers, and with the features and information your business requires.

Basing our tools in Microsoft Excel also allows them to be understood and familiar to business owners and employees alike.