Award winning CRM and contact management software application and solution

Allows employees to access and collect data about any person or entity, which comes into contact with the company, in one centralised location.

Coordimax CRM and Contact Management software provide a fully indexed, categorised and coded company-wide master address book, listing all contacts with all collected information to enable effective decision making, customer retention, support and service.

Coordimax CRM and Contact Manager software gives employees the tools for making appointments, time setting, task and contact tracking while centralising and providing security for corporate data. Access is managed and controlled by a tiered structure.

The Web based interface allows employees to access the database from home, office, hotel or client site.

After accessing the secure company site, information is automatically synchronised to update records and check customer support activities. Any new client information is updated on the go.

Features of the Contact Management and CRM software application include:

• Form templates enable the definition of multiple types of organisations and contacts, allowing the recording of diverse information for different types.
• Multiple level organisation grouping and contacts.
• Unlimited number of contacts per organisation.
• Ability to define other ‘linked’ relationships between other organisations or contacts.
• Ability to detail unlimited amounts of data about a contact, and to store documents against an organisation or person.
• Profiles may also be separately secured from the organisation or contact record.
• Up to 10 levels of account management may be specified for a client, including separate management of individual contacts.
• Multiple 'preferred' communication methods per contact
• Key date reminders (one-off or repetitive)